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 5-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 | $39,355 | $70,428-44.1% | $96,562-59.2% | $85,850-54.2% |
| Participation rate | 37.0% | 61.8%-24.8pp | 69.8%-32.8pp | 69.3%-32.3pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $344 | $1,413-75.7% | $2,356-85.4% | $2,565-86.6% |
| Participant deferral / active EE | $1,524 | $2,894-47.3% | $3,849-60.4% | $3,952-61.4% |
| Admin fee / account holder | $142 | $4,997-97.2% | $6,181-97.7% | $6,260-97.7% |