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 6-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 | $11,832 | $100,852-88.3% | $90,404-86.9% | $158,922-92.6% |
| Participation rate | 55.0% | 75.0%-20.0pp | 72.7%-17.7pp | 82.0%-27.0pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,051 | $3,689-71.5% | $3,262-67.8% | $4,761-77.9% |
| Participant deferral / active EE | $4,425 | $4,348+1.8% | $3,963+11.7% | $5,982-26.0% |
| Admin fee / account holder | $16 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |