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 | $63,231 | $84,695-25.3% | $73,843-14.4% | $125,391-49.6% |
| Participation rate | 22.2% | 76.8%-54.5pp | 73.4%-51.2pp | 83.2%-61.0pp |
| Annual return | 0.00% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $194 | $3,123-93.8% | $2,787-93.0% | $4,866-96.0% |
| Participant deferral / active EE | $708 | $3,992-82.3% | $3,583-80.2% | $5,352-86.8% |
| Admin fee / account holder | $12 | $5,691-99.8% | $4,880-99.8% | $9,540-99.9% |