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 | $30,335 | $96,484-68.6% | $75,886-60.0% | $152,861-80.2% |
| Participation rate | 54.5% | 76.2%-21.6pp | 69.3%-14.7pp | 82.4%-27.9pp |
| Annual return | 18.22% | 33.98%-15.8pp | 30.76%-12.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,440 | $3,309-56.5% | $2,500-42.4% | $4,762-69.8% |
| Participant deferral / active EE | $3,602 | $4,553-20.9% | $3,6030% | $5,850-38.4% |
| Admin fee / account holder | $20 | $8,078-99.8% | $5,418-99.6% | $11,596-99.8% |