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 6-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 | $25,226 | $133,958-81.2% | $112,228-77.5% | $134,475-81.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.38% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,473 | $4,038-63.5% | $3,635-59.5% | $4,740-68.9% |
| Participant deferral / active EE | $5,063 | $5,291-4.3% | $4,728+7.1% | $6,400-20.9% |
| Admin fee / account holder | $192 | $7,489-97.4% | $6,410-97.0% | $11,426-98.3% |