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 8-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 | $8,166 | $56,835-85.6% | - | $135,375-94.0% |
| Participation rate | 50.0% | 68.0%-18.0pp | - | 82.6%-32.6pp |
| Annual return | 0.00% | 2630.74%-2630.7pp | - | 519.73%-519.7pp |
| Employer contribution / active EE | $709 | $2,734-74.1% | - | $4,779-85.2% |
| Participant deferral / active EE | $709 | $3,681-80.7% | - | $5,609-87.4% |
| Admin fee / account holder | $20 | $1,586-98.7% | - | $10,827-99.8% |