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 | $14,340 | $49,173-70.8% | $121,098-88.2% | $75,163-80.9% |
| Participation rate | 35.3% | 55.4%-20.1pp | 69.5%-34.2pp | 67.2%-31.9pp |
| Annual return | 0.00% | 55.99%-56.0pp | 985.75%-985.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,069 | $1,546-30.9% | $4,164-74.3% | $2,670-60.0% |
| Participant deferral / active EE | $2,791 | $2,628+6.2% | $4,080-31.6% | $4,125-32.3% |
| Admin fee / account holder | $5 | $3,942-99.9% | $5,644-99.9% | $5,651-99.9% |