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 | $44,464 | $56,114-20.8% | $96,139-53.8% | $85,850-48.2% |
| Participation rate | 5.4% | 56.7%-51.4pp | 68.4%-63.1pp | 69.3%-64.0pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $945 | $1,620-41.7% | $2,797-66.2% | $2,565-63.2% |
| Participant deferral / active EE | $1,357 | $2,859-52.6% | $4,349-68.8% | $3,952-65.7% |
| Admin fee / account holder | $74 | $3,768-98.0% | $5,537-98.7% | $6,260-98.8% |