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 | $12,091 | $56,053-78.4% | $75,972-84.1% | $80,856-85.0% |
| Participation rate | 35.1% | 62.0%-26.9pp | 69.1%-34.0pp | 67.6%-32.6pp |
| Annual return | 12.94% | 20.53%-7.6pp | 359.55%-346.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $416 | $1,874-77.8% | $2,685-84.5% | $2,755-84.9% |
| Participant deferral / active EE | $1,435 | $3,052-53.0% | $4,255-66.3% | $4,296-66.6% |
| Admin fee / account holder | $188 | $5,234-96.4% | $6,467-97.1% | $6,918-97.3% |