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 5-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 | $8,096 | $39,019-79.3% | $80,716-90.0% | $85,850-90.6% |
| Participation rate | 8.0% | 41.5%-33.5pp | 54.2%-46.2pp | 69.3%-61.3pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $149 | $722-79.3% | $1,160-87.1% | $2,565-94.2% |
| Participant deferral / active EE | $479 | $1,326-63.9% | $2,146-77.7% | $3,952-87.9% |
| Admin fee / account holder | $9 | $2,431-99.6% | $3,380-99.7% | $6,260-99.9% |