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 | $126,574-100.0% | $106,213-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 11.12% | 224.79%-213.7pp | 116.14%-105.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,745 | $3,730-26.4% | $3,171-13.5% | $4,660-41.1% |
| Participant deferral / active EE | $6,391 | $5,724+11.7% | $5,016+27.4% | $6,688-4.4% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |