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 | $66,981 | $78,694-14.9% | $67,652-1.0% | $125,391-46.6% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | -0.38% | 9.46%-9.8pp | 6625.04%-6625.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,678 | $3,044-44.9% | $2,266-25.9% | $4,866-65.5% |
| Participant deferral / active EE | $7,757 | $4,292+80.7% | $3,560+117.9% | $5,352+45.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |