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 | $57,932 | $108,919-46.8% | $100,391-42.3% | $145,922-60.3% |
| Participation rate | 25.0% | 82.9%-57.9pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 0.00% | 57.88%-57.9pp | 49.20%-49.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $975 | $4,419-77.9% | $3,942-75.3% | $4,660-79.1% |
| Participant deferral / active EE | $2,488 | $8,445-70.5% | $8,082-69.2% | $6,688-62.8% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |