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 | $109,327-100.0% | $89,391-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.0%-68.0pp | 82.0%-82.0pp |
| Annual return | 12.99% | 345.68%-332.7pp | 245.62%-232.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $4,908 | $3,170+54.9% | $2,586+89.8% | $4,761+3.1% |
| Participant deferral / active EE | $10,130 | $4,598+120.3% | $3,890+160.4% | $5,982+69.3% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |