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 | $17,344 | $73,867-76.5% | $143,757-87.9% | $68,494-74.7% |
| Participation rate | 51.7% | 66.7%-14.9pp | 80.3%-28.6pp | 67.9%-16.2pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,464 | $3,184-22.6% | $4,951-50.2% | $2,596-5.1% |
| Participant deferral / active EE | $5,644 | $3,384+66.8% | $5,637+0.1% | $4,027+40.1% |
| Admin fee / account holder | $81 | $5,755-98.6% | $14,673-99.4% | $5,403-98.5% |