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 | $12,518 | $43,327-71.1% | $59,878-79.1% | $64,186-80.5% |
| Participation rate | 22.3% | 69.2%-46.8pp | 74.7%-52.4pp | 69.6%-47.2pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $763 | $2,028-62.4% | $2,722-71.9% | $2,381-67.9% |
| Participant deferral / active EE | $1,643 | $2,546-35.5% | $3,402-51.7% | $3,470-52.7% |
| Admin fee / account holder | $5 | $3,005-99.8% | $3,590-99.8% | $4,888-99.9% |