See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,512 | $180,449-50.4% | $154,107-41.9% | $135,375-33.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -3.73% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.5pp |
| Employer contribution / active EE | $4,877 | $6,035-19.2% | $5,298-7.9% | $4,779+2.1% |
| Participant deferral / active EE | $6,447 | $5,806+11.0% | $5,081+26.9% | $5,609+14.9% |
| Admin fee / account holder | $155 | $16,143-99.0% | $13,411-98.8% | $10,827-98.6% |