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 | $108,642-100.0% | $74,701-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 54.5%-54.5pp | 82.4%-82.4pp |
| Annual return | 15.29% | 114.06%-98.8pp | 752.92%-737.6pp | 345.32%-330.0pp |
| Employer contribution / active EE | $621 | $1,503-58.7% | $1,084-42.7% | $4,762-87.0% |
| Participant deferral / active EE | $856 | $2,712-68.4% | $1,964-56.4% | $5,850-85.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |