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 3-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 | $12,456 | $48,265-74.2% | $68,791-81.9% | $68,494-81.8% |
| Participation rate | 67.9% | 60.7%+7.2pp | 69.0%-1.2pp | 67.9%0pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,804 | $1,829-1.4% | $2,655-32.1% | $2,596-30.5% |
| Participant deferral / active EE | $3,700 | $2,867+29.1% | $3,941-6.1% | $4,027-8.1% |
| Admin fee / account holder | $24 | $4,355-99.5% | $4,932-99.5% | $5,403-99.6% |