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 10-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 | $0 | $186,002-100.0% | $186,002-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 71.9%-71.9pp | 71.9%-71.9pp | 79.0%-79.0pp |
| Annual return | 11.15% | 14.60%-3.5pp | 11.51%-0.4pp | 11.86%-0.7pp |
| Employer contribution / active EE | $11,757 | $12,809-8.2% | $12,809-8.2% | $12,925-9.0% |
| Participant deferral / active EE | $0 | $6,435-100.0% | $6,435-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $9,546-100.0% | $9,546-100.0% | $23,717-100.0% |