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 8-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 | $26,277 | $169,032-84.5% | $129,207-79.7% | $145,922-82.0% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 8.30% | 14330.11%-14321.8pp | 9417.33%-9409.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,654 | $5,537-70.1% | $4,153-60.2% | $4,660-64.5% |
| Participant deferral / active EE | $2,154 | $4,987-56.8% | $4,168-48.3% | $6,688-67.8% |
| Admin fee / account holder | $36 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |