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 4-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 | $21,316 | $100,754-78.8% | $86,677-75.4% | $134,475-84.1% |
| Participation rate | 69.6% | 78.9%-9.4pp | 76.6%-7.0pp | 81.2%-11.7pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,061 | $3,489-69.6% | $2,836-62.6% | $4,740-77.6% |
| Participant deferral / active EE | $3,278 | $5,338-38.6% | $4,656-29.6% | $6,400-48.8% |
| Admin fee / account holder | $25 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |