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 | $41,018 | $109,982-62.7% | $97,226-57.8% | $145,922-71.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 13.98% | 242.90%-228.9pp | 75.13%-61.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $595 | $3,084-80.7% | $2,729-78.2% | $4,660-87.2% |
| Participant deferral / active EE | $892 | $4,676-80.9% | $4,264-79.1% | $6,688-86.7% |
| Admin fee / account holder | $47 | $6,221-99.2% | $5,654-99.2% | $13,397-99.7% |