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 | $2,236 | $22,587-90.1% | $65,255-96.6% | $75,163-97.0% |
| Participation rate | 67.1% | 63.1%+4.1pp | 65.0%+2.2pp | 67.2%0pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $463 | $941-50.7% | $1,691-72.6% | $2,670-82.6% |
| Participant deferral / active EE | $1,777 | $1,695+4.8% | $2,831-37.2% | $4,125-56.9% |
| Admin fee / account holder | $136 | $1,876-92.8% | $4,112-96.7% | $5,651-97.6% |