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 3-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 | $19,974 | $32,117-37.8% | $71,086-71.9% | $64,186-68.9% |
| Participation rate | 23.1% | 42.7%-19.6pp | 54.7%-31.6pp | 69.6%-46.5pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $304 | $712-57.4% | $1,088-72.1% | $2,381-87.2% |
| Participant deferral / active EE | $1,475 | $1,263+16.8% | $1,874-21.3% | $3,470-57.5% |
| Admin fee / account holder | $3 | $2,759-99.9% | $3,082-99.9% | $4,888-99.9% |