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 | $14,998 | $75,828-80.2% | $147,614-89.8% | $59,632-74.8% |
| Participation rate | 57.6% | 71.6%-14.0pp | 84.6%-27.0pp | 68.7%-11.1pp |
| Annual return | -2.49% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $626 | $3,485-82.0% | $5,564-88.7% | $2,203-71.6% |
| Participant deferral / active EE | $1,138 | $3,130-63.6% | $4,895-76.7% | $3,192-64.3% |
| Admin fee / account holder | $105 | $5,985-98.3% | $11,611-99.1% | $4,297-97.6% |