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 7-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 | $123,909-100.0% | $69,647-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 66.5%-66.5pp | 80.3%-80.3pp |
| Annual return | 7.81% | 190.55%-182.7pp | 100.48%-92.7pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,108 | $2,682-58.7% | $1,712-35.3% | $4,660-76.2% |
| Participant deferral / active EE | $2,229 | $4,236-47.4% | $2,886-22.8% | $6,688-66.7% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |