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 | $23,099 | $210,648-89.0% | $177,989-87.0% | $145,922-84.2% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 12.61% | 385.86%-373.2pp | 294.48%-281.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,229 | $4,565-73.1% | $3,949-68.9% | $4,660-73.6% |
| Participant deferral / active EE | $3,071 | $6,958-55.9% | $6,276-51.1% | $6,688-54.1% |
| Admin fee / account holder | $295 | $12,013-97.5% | $10,363-97.1% | $13,397-97.8% |