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 | $29,590 | $72,177-59.0% | $115,037-74.3% | $59,632-50.4% |
| Participation rate | 45.2% | 72.6%-27.4pp | 81.4%-36.2pp | 68.7%-23.5pp |
| Annual return | -2.22% | 12.02%-14.2pp | 26.14%-28.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,839 | $2,841-35.3% | $4,608-60.1% | $2,203-16.5% |
| Participant deferral / active EE | $3,055 | $4,783-36.1% | $6,026-49.3% | $3,192-4.3% |
| Admin fee / account holder | $16 | $4,927-99.7% | $8,175-99.8% | $4,297-99.6% |