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 3-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 | $29,483 | $65,561-55.0% | $86,188-65.8% | $75,163-60.8% |
| Participation rate | 64.5% | 60.5%+4.0pp | 69.0%-4.4pp | 67.2%-2.7pp |
| Annual return | 0.00% | 46.05%-46.1pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,328 | $1,553-14.5% | $2,380-44.2% | $2,670-50.3% |
| Participant deferral / active EE | $2,759 | $3,024-8.8% | $3,985-30.8% | $4,125-33.1% |
| Admin fee / account holder | $102 | $5,474-98.1% | $6,852-98.5% | $5,651-98.2% |