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 | $82,664-100.0% | $125,339-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -14.55% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,428 | $3,381+1.4% | $4,814-28.8% | $2,596+32.0% |
| Participant deferral / active EE | $6,620 | $6,110+8.3% | $7,446-11.1% | $4,027+64.4% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |