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 | $33,069 | $124,185-73.4% | $108,410-69.5% | $167,490-80.3% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,016 | $4,187-4.1% | $3,558+12.9% | $4,837-17.0% |
| Participant deferral / active EE | $12,049 | $6,908+74.4% | $6,563+83.6% | $6,341+90.0% |
| Admin fee / account holder | $58 | $9,455-99.4% | $7,295-99.2% | $12,309-99.5% |