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 | $74,927-100.0% | $101,794-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 61.4%-61.4pp | 69.2%-69.2pp | 68.3%-68.3pp |
| Annual return | 17.31% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,606 | $1,522+71.2% | $2,289+13.9% | $2,631-1.0% |
| Participant deferral / active EE | $5,949 | $3,099+92.0% | $4,084+45.7% | $4,212+41.3% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |