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 | $24,163 | $43,723-44.7% | $121,196-80.1% | $64,186-62.4% |
| Participation rate | 60.9% | 58.3%+2.6pp | 71.7%-10.8pp | 69.6%-8.6pp |
| Annual return | -6.86% | 68.91%-75.8pp | 16.93%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $395 | $1,296-69.5% | $4,022-90.2% | $2,381-83.4% |
| Participant deferral / active EE | $1,881 | $2,280-17.5% | $3,344-43.8% | $3,470-45.8% |
| Admin fee / account holder | $266 | $3,501-92.4% | $5,019-94.7% | $4,888-94.6% |