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 | $214,378-100.0% | $200,582-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 24.36% | 46.41%-22.0pp | 42.33%-18.0pp | 217.08%-192.7pp |
| Employer contribution / active EE | $7,879 | $6,841+15.2% | $6,419+22.8% | $4,299+83.3% |
| Participant deferral / active EE | $9,881 | $9,865+0.2% | $9,331+5.9% | $6,507+51.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |