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 8-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 | $41,423 | $107,791-61.6% | $90,645-54.3% | $135,375-69.4% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,149 | $3,018-61.9% | $2,532-54.6% | $4,779-76.0% |
| Participant deferral / active EE | $4,547 | $3,872+17.4% | $3,425+32.8% | $5,609-18.9% |
| Admin fee / account holder | $148 | $5,930-97.5% | $4,994-97.0% | $10,827-98.6% |