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 | $43,170 | $87,540-50.7% | $75,781-43.0% | $125,391-65.6% |
| Participation rate | 44.4% | 80.2%-35.7pp | 75.8%-31.4pp | 83.2%-38.7pp |
| Annual return | -0.26% | 13.48%-13.7pp | 9.68%-9.9pp | 282.22%-282.5pp |
| Employer contribution / active EE | $590 | $3,930-85.0% | $3,323-82.2% | $4,866-87.9% |
| Participant deferral / active EE | $2,861 | $4,229-32.3% | $3,651-21.6% | $5,352-46.5% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |