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 | $13,275 | $57,281-76.8% | $86,612-84.7% | $75,163-82.3% |
| Participation rate | 61.5% | 63.2%-1.7pp | 71.7%-10.2pp | 67.2%-5.7pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $968 | $2,314-58.2% | $3,022-68.0% | $2,670-63.7% |
| Participant deferral / active EE | $2,584 | $3,318-22.1% | $4,438-41.8% | $4,125-37.4% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |