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 | $50,825 | $85,202-40.3% | $172,739-70.6% | $72,985-30.4% |
| Participation rate | 26.8% | 70.1%-43.2pp | 82.6%-55.8pp | 69.5%-42.7pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $844 | $3,324-74.6% | $5,143-83.6% | $2,440-65.4% |
| Participant deferral / active EE | $1,532 | $3,260-53.0% | $5,198-70.5% | $3,607-57.5% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |