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 9-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 | $26,946 | $101,069-73.3% | $81,478-66.9% | $147,584-81.7% |
| Participation rate | 55.6% | 74.5%-18.9pp | 68.0%-12.4pp | 82.8%-27.3pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $519 | $3,205-83.8% | $2,568-79.8% | $4,876-89.4% |
| Participant deferral / active EE | $1,570 | $4,242-63.0% | $3,537-55.6% | $5,439-71.1% |
| Admin fee / account holder | $23 | $5,812-99.6% | $4,561-99.5% | $10,885-99.8% |