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 9-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 | $54,762-100.0% | $90,281-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 65.1%-65.1pp | 73.3%-73.3pp | 69.5%-69.5pp |
| Annual return | 27.69% | 30.63%-2.9pp | 78.10%-50.4pp | 81.00%-53.3pp |
| Employer contribution / active EE | $3,593 | $2,092+71.7% | $2,854+25.9% | $2,440+47.3% |
| Participant deferral / active EE | $4,565 | $2,887+58.1% | $3,885+17.5% | $3,607+26.6% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |