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 5-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 | $96,305-100.0% | $80,569-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 14.28% | 1350.08%-1335.8pp | 935.43%-921.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $25,475 | $3,262+681.0% | $2,723+835.4% | $4,751+436.2% |
| Participant deferral / active EE | $15,313 | $5,232+192.7% | $4,447+244.3% | $6,710+128.2% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |