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 | $0 | $84,233-100.0% | $170,442-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 16.67% | 23.06%-6.4pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $575 | $3,387-83.0% | $5,433-89.4% | $2,342-75.5% |
| Participant deferral / active EE | $1,598 | $3,086-48.2% | $4,939-67.6% | $3,332-52.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |