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 | $13,933 | $59,774-76.7% | - | $134,475-89.6% |
| Participation rate | 40.0% | 67.4%-27.4pp | - | 81.2%-41.2pp |
| Annual return | 0.00% | -10.72%+10.7pp | - | 417.96%-418.0pp |
| Employer contribution / active EE | $276 | $2,711-89.8% | - | $4,740-94.2% |
| Participant deferral / active EE | $5,392 | $4,131+30.5% | - | $6,400-15.8% |
| Admin fee / account holder | $4 | $4,003-99.9% | - | $11,426-100.0% |