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 | $32,267 | $202,318-84.1% | $172,739-81.3% | $152,861-78.9% |
| Participation rate | 47.1% | 87.1%-40.0pp | 82.6%-35.6pp | 82.4%-35.4pp |
| Annual return | 25.70% | 1029.65%-1004.0pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,481 | $5,856-74.7% | $5,143-71.2% | $4,762-68.9% |
| Participant deferral / active EE | $3,856 | $5,948-35.2% | $5,198-25.8% | $5,850-34.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |