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 | $109,881-100.0% | $150,045-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 76.1%-76.1pp | 82.3%-82.3pp | 68.3%-68.3pp |
| Annual return | 16.65% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,103 | $3,561-40.9% | $4,693-55.2% | $2,631-20.1% |
| Participant deferral / active EE | $4,831 | $6,636-27.2% | $7,997-39.6% | $4,212+14.7% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |