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 8-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 | $78,926-100.0% | $136,749-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 62.2%-62.2pp | 72.1%-72.1pp | 68.3%-68.3pp |
| Annual return | 18.93% | 18.17%+0.8pp | 24.33%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,655 | $2,134+24.4% | $3,400-21.9% | $2,631+0.9% |
| Participant deferral / active EE | $4,471 | $3,168+41.1% | $4,692-4.7% | $4,212+6.2% |
| Admin fee / account holder | $0 | $6,369-100.0% | $11,386-100.0% | $7,344-100.0% |