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 | $24,418 | $118,680-79.4% | $98,907-75.3% | $158,922-84.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 18.42% | 372.35%-353.9pp | 196.43%-178.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $526 | $3,333-84.2% | $2,689-80.4% | $4,761-89.0% |
| Participant deferral / active EE | $1,335 | $5,088-73.8% | $4,244-68.6% | $5,982-77.7% |
| Admin fee / account holder | $67 | $10,131-99.3% | $6,642-99.0% | $11,246-99.4% |