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 3-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 | $18,383 | $69,207-73.4% | $64,056-71.3% | $139,434-86.8% |
| Participation rate | 22.2% | 75.6%-53.4pp | 72.3%-50.1pp | 80.3%-58.1pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $813 | $3,182-74.5% | $2,747-70.4% | $4,751-82.9% |
| Participant deferral / active EE | $2,926 | $4,682-37.5% | $3,880-24.6% | $6,710-56.4% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |