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 | $27,132 | $114,047-76.2% | $96,139-71.8% | $167,490-83.8% |
| Participation rate | 69.2% | 75.1%-5.8pp | 68.4%+0.8pp | 82.1%-12.9pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,810 | $3,427-18.0% | $2,797+0.5% | $4,837-41.9% |
| Participant deferral / active EE | $5,227 | $5,194+0.6% | $4,349+20.2% | $6,341-17.6% |
| Admin fee / account holder | $28 | $6,897-99.6% | $5,537-99.5% | $12,309-99.8% |