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 | $24,393 | $97,044-74.9% | $83,333-70.7% | $135,375-82.0% |
| Participation rate | 68.8% | 80.4%-11.7pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,316 | $4,143-20.0% | $3,379-1.9% | $4,779-30.6% |
| Participant deferral / active EE | $7,415 | $5,964+24.3% | $5,565+33.3% | $5,609+32.2% |
| Admin fee / account holder | $52 | $8,380-99.4% | $7,510-99.3% | $10,827-99.5% |