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 4-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 | $15,738 | $88,594-82.2% | $70,092-77.5% | $134,475-88.3% |
| Participation rate | 41.7% | 74.9%-33.3pp | 70.5%-28.8pp | 81.2%-39.6pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $950 | $3,233-70.6% | $2,559-62.9% | $4,740-80.0% |
| Participant deferral / active EE | $1,822 | $4,772-61.8% | $3,849-52.7% | $6,400-71.5% |
| Admin fee / account holder | $130 | $10,441-98.8% | $6,267-97.9% | $11,426-98.9% |