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 7-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 | $42,475 | $104,907-59.5% | $84,611-49.8% | $152,861-72.2% |
| Participation rate | 7.1% | 74.8%-67.7pp | 68.2%-61.1pp | 82.4%-75.3pp |
| Annual return | 31.44% | 373.79%-342.3pp | 258.74%-227.3pp | 345.32%-313.9pp |
| Employer contribution / active EE | $307 | $3,302-90.7% | $2,652-88.4% | $4,762-93.5% |
| Participant deferral / active EE | $1,076 | $4,688-77.0% | $3,899-72.4% | $5,850-81.6% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |