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 | $41,701 | $118,427-64.8% | $66,042-36.9% | $142,382-70.7% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 80.1%-30.1pp |
| Annual return | 17.50% | 35.57%-18.1pp | 52.11%-34.6pp | 217.08%-199.6pp |
| Employer contribution / active EE | $346 | $2,570-86.5% | $1,579-78.1% | $4,299-92.0% |
| Participant deferral / active EE | $1,406 | $4,311-67.4% | $2,835-50.4% | $6,507-78.4% |
| Admin fee / account holder | $19 | $9,593-99.8% | $5,747-99.7% | $12,624-99.8% |