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 | $85,790-100.0% | $67,313-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -5.01% | -0.54%-4.5pp | -4.08%-0.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,530 | $3,487-27.5% | $2,566-1.4% | $4,779-47.1% |
| Participant deferral / active EE | $1,503 | $4,651-67.7% | $3,568-57.9% | $5,609-73.2% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |