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 6-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 | $105,296 | $190,805-44.8% | $159,960-34.2% | $134,475-21.7% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -17.89% | 552.23%-570.1pp | 408.60%-426.5pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,200 | $4,995-76.0% | $4,226-71.6% | $4,740-74.7% |
| Participant deferral / active EE | $17,800 | $6,923+157.1% | $6,182+187.9% | $6,400+178.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |