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 6-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 | $12,741 | $50,082-74.6% | $93,406-86.4% | $79,858-84.0% |
| Participation rate | 16.1% | 60.9%-44.8pp | 66.8%-50.7pp | 69.6%-53.5pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $258 | $1,303-80.2% | $2,075-87.6% | $2,471-89.6% |
| Participant deferral / active EE | $2,393 | $2,212+8.2% | $3,126-23.4% | $3,740-36.0% |
| Admin fee / account holder | $268 | $3,454-92.2% | $5,230-94.9% | $5,306-94.9% |