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 8-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 | $19,222 | $112,881-83.0% | $90,951-78.9% | $158,922-87.9% |
| Participation rate | 52.4% | 74.7%-22.3pp | 69.0%-16.6pp | 82.0%-29.6pp |
| Annual return | 27.34% | 215.79%-188.5pp | 134.60%-107.3pp | 302.83%-275.5pp |
| Employer contribution / active EE | $1,661 | $2,893-42.6% | $2,122-21.7% | $4,761-65.1% |
| Participant deferral / active EE | $3,743 | $4,128-9.3% | $3,373+11.0% | $5,982-37.4% |
| Admin fee / account holder | $55 | $8,041-99.3% | $5,959-99.1% | $11,246-99.5% |