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 | $36,959 | $158,817-76.7% | $121,196-69.5% | $135,375-72.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.7%-21.7pp | 82.6%-32.6pp |
| Annual return | -8.90% | -0.64%-8.3pp | 16.93%-25.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $763 | $5,665-86.5% | $4,022-81.0% | $4,779-84.0% |
| Participant deferral / active EE | $4,596 | $4,005+14.8% | $3,344+37.4% | $5,609-18.1% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |