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 | $95,266-100.0% | $82,389-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.5%-69.5pp | 80.1%-80.1pp |
| Annual return | 13.41% | 25.74%-12.3pp | 28.67%-15.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,492 | $2,991-16.7% | $2,517-1.0% | $4,299-42.0% |
| Participant deferral / active EE | $6,800 | $4,809+41.4% | $4,155+63.7% | $6,507+4.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |