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 | $70,334 | $70,756-0.6% | $65,493+7.4% | $142,382-50.6% |
| Participation rate | 23.5% | 77.4%-53.9pp | 73.1%-49.6pp | 80.1%-56.6pp |
| Annual return | 18.24% | 1754.89%-1736.7pp | 982.45%-964.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $932 | $2,881-67.7% | $2,574-63.8% | $4,299-78.3% |
| Participant deferral / active EE | $1,303 | $4,637-71.9% | $3,961-67.1% | $6,507-80.0% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |