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 | $10,234 | $93,024-89.0% | $77,024-86.7% | $134,475-92.4% |
| Participation rate | 63.6% | 74.5%-10.8pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,049 | $3,418-69.3% | $2,812-62.7% | $4,740-77.9% |
| Participant deferral / active EE | $5,724 | $5,238+9.3% | $4,426+29.3% | $6,400-10.6% |
| Admin fee / account holder | $105 | $6,944-98.5% | $5,425-98.1% | $11,426-99.1% |