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 | $35,457 | $63,346-44.0% | $92,233-61.6% | $70,131-49.4% |
| Participation rate | 65.9% | 68.7%-2.8pp | 76.5%-10.6pp | 69.5%-3.7pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,093 | $2,471-15.3% | $3,679-43.1% | $2,342-10.7% |
| Participant deferral / active EE | $3,910 | $2,854+37.0% | $3,897+0.3% | $3,332+17.4% |
| Admin fee / account holder | $53 | $3,840-98.6% | $5,194-99.0% | $4,645-98.9% |