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 7-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 | $16,424 | $117,381-86.0% | $99,443-83.5% | $152,861-89.3% |
| Participation rate | 62.5% | 77.5%-15.0pp | 73.8%-11.3pp | 82.4%-19.9pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,889 | $3,013-37.3% | $2,540-25.6% | $4,762-60.3% |
| Participant deferral / active EE | $7,586 | $4,086+85.7% | $3,619+109.6% | $5,850+29.7% |
| Admin fee / account holder | $30 | $7,631-99.6% | $6,250-99.5% | $11,596-99.7% |