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 | $40,374 | $84,233-52.1% | $170,442-76.3% | $70,131-42.4% |
| Participation rate | 29.0% | 70.8%-41.8pp | 83.6%-54.6pp | 69.5%-40.5pp |
| Annual return | 16.10% | 23.06%-7.0pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $978 | $3,086-68.3% | $4,939-80.2% | $3,332-70.7% |
| Admin fee / account holder | $9 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |