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 4-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 | $22,681 | $106,515-78.7% | $96,683-76.5% | $139,434-83.7% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 31.00% | 38.43%-7.4pp | 35.69%-4.7pp | 372.94%-341.9pp |
| Employer contribution / active EE | $1,438 | $4,103-64.9% | $3,737-61.5% | $4,751-69.7% |
| Participant deferral / active EE | $3,860 | $5,454-29.2% | $4,878-20.9% | $6,710-42.5% |
| Admin fee / account holder | $83 | $7,877-98.9% | $6,730-98.8% | $11,403-99.3% |