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 | $48,735 | $60,124-18.9% | $90,404-46.1% | $79,858-39.0% |
| Participation rate | 20.0% | 65.0%-45.0pp | 72.7%-52.7pp | 69.6%-49.6pp |
| Annual return | 29.06% | 71.94%-42.9pp | 1293.02%-1264.0pp | 31.71%-2.7pp |
| Employer contribution / active EE | $582 | $2,068-71.9% | $3,262-82.2% | $2,471-76.5% |
| Participant deferral / active EE | $1,247 | $2,938-57.5% | $3,963-68.5% | $3,740-66.7% |
| Admin fee / account holder | $10 | $3,976-99.7% | $5,611-99.8% | $5,306-99.8% |