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 | $42,930 | $210,648-79.6% | $177,989-75.9% | $145,922-70.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.77% | 385.86%-375.1pp | 294.48%-283.7pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,147 | $4,565-74.9% | $3,949-71.0% | $4,660-75.4% |
| Participant deferral / active EE | $3,089 | $6,958-55.6% | $6,276-50.8% | $6,688-53.8% |
| Admin fee / account holder | $13 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |