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 | $183,963-100.0% | $162,163-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.4%-82.4pp |
| Annual return | 21.92% | 150.76%-128.8pp | 115.59%-93.7pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,658 | $6,371-42.6% | $5,614-34.8% | $4,762-23.2% |
| Participant deferral / active EE | $11,338 | $8,034+41.1% | $7,298+55.4% | $5,850+93.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |