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 | $11,997 | $46,553-74.2% | $64,056-81.3% | $75,163-84.0% |
| Participation rate | 41.9% | 65.9%-24.1pp | 72.3%-30.4pp | 67.2%-25.3pp |
| Annual return | 0.00% | 26.03%-26.0pp | 33.69%-33.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $814 | $1,974-58.8% | $2,747-70.4% | $2,670-69.5% |
| Participant deferral / active EE | $2,197 | $2,837-22.5% | $3,880-43.4% | $4,125-46.7% |
| Admin fee / account holder | $241 | $2,952-91.8% | $3,068-92.1% | $5,651-95.7% |