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 | $124,281-100.0% | $109,143-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 14.96% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,685 | $4,207-60.0% | $3,722-54.7% | $4,837-65.2% |
| Participant deferral / active EE | $4,638 | $5,255-11.7% | $4,653-0.3% | $6,341-26.9% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |