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 | $64,974 | $107,791-39.7% | $90,645-28.3% | $135,375-52.0% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -5.31% | -0.90%-4.4pp | 1.88%-7.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,844 | $3,018-38.9% | $2,532-27.2% | $4,779-61.4% |
| Participant deferral / active EE | $4,535 | $3,872+17.1% | $3,425+32.4% | $5,609-19.1% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |