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 | $154,014 | $34,308+348.9% | $74,701+106.2% | $72,985+111.0% |
| Participation rate | 6.3% | 42.4%-36.1pp | 54.5%-48.2pp | 69.5%-63.2pp |
| Annual return | 26.49% | 26.58%-0.1pp | 752.92%-726.4pp | 81.00%-54.5pp |
| Employer contribution / active EE | $142 | $692-79.5% | $1,084-86.9% | $2,440-94.2% |
| Participant deferral / active EE | $750 | $1,271-41.0% | $1,964-61.8% | $3,607-79.2% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |