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 6-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 | $28,546 | $152,509-81.3% | $117,472-75.7% | $134,475-78.8% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -18.39% | 52.99%-71.4pp | 29.74%-48.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,468 | $5,571-19.8% | $4,176+7.0% | $4,740-5.7% |
| Participant deferral / active EE | $11,683 | $4,818+142.5% | $4,070+187.0% | $6,400+82.6% |
| Admin fee / account holder | $131 | $7,004-98.1% | $5,645-97.7% | $11,426-98.9% |