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 8-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 | $101,724-100.0% | $164,813-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.6%-67.6pp |
| Annual return | 19.94% | 16.72%+3.2pp | 69.93%-50.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $7,840 | $2,953+165.5% | $4,341+80.6% | $2,755+184.6% |
| Participant deferral / active EE | $14,697 | $4,477+228.2% | $6,031+143.7% | $4,296+242.1% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |