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 | $52,279-100.0% | $89,391-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 57.5%-57.5pp | 68.0%-68.0pp | 69.6%-69.6pp |
| Annual return | 16.26% | 22.16%-5.9pp | 245.62%-229.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $851 | $1,572-45.9% | $2,586-67.1% | $2,471-65.6% |
| Participant deferral / active EE | $11,575 | $2,740+322.4% | $3,890+197.6% | $3,740+209.5% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |