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 | $41,175 | $56,317-26.9% | $71,209-42.2% | $74,304-44.6% |
| Participation rate | 32.8% | 55.1%-22.3pp | 73.8%-40.9pp | 60.3%-27.5pp |
| Annual return | 0.00% | 42.83%-42.8pp | 282.51%-282.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $296 | $2,160-86.3% | $2,721-89.1% | $2,241-86.8% |
| Participant deferral / active EE | $517 | $2,788-81.5% | $4,175-87.6% | $3,767-86.3% |
| Admin fee / account holder | $187 | $2,290-91.8% | $5,349-96.5% | $2,969-93.7% |