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 | $88,194 | $144,119-38.8% | $117,854-25.2% | $147,584-40.2% |
| Participation rate | 35.7% | 83.4%-47.7pp | 79.7%-43.9pp | 82.8%-47.1pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,083 | $4,896-77.9% | $3,786-71.4% | $4,876-77.8% |
| Participant deferral / active EE | $2,889 | $5,316-45.7% | $4,482-35.5% | $5,439-46.9% |
| Admin fee / account holder | $99 | $10,886-99.1% | $8,020-98.8% | $10,885-99.1% |