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 | $52,387 | $61,774-15.2% | $97,226-46.1% | $80,856-35.2% |
| Participation rate | 18.2% | 63.5%-45.3pp | 72.7%-54.5pp | 67.6%-49.5pp |
| Annual return | 10.87% | -557.90%+568.8pp | 75.13%-64.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $414 | $1,837-77.4% | $2,729-84.8% | $2,755-85.0% |
| Participant deferral / active EE | $1,165 | $3,029-61.5% | $4,264-72.7% | $4,296-72.9% |
| Admin fee / account holder | $74 | $5,166-98.6% | $5,654-98.7% | $6,918-98.9% |