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 | $52,673 | $96,635-45.5% | $86,612-39.2% | $139,434-62.2% |
| Participation rate | 63.2% | 74.4%-11.2pp | 71.7%-8.5pp | 80.3%-17.2pp |
| Annual return | 20.67% | 106.41%-85.7pp | 591.07%-570.4pp | 372.94%-352.3pp |
| Employer contribution / active EE | $670 | $3,263-79.5% | $3,022-77.8% | $4,751-85.9% |
| Participant deferral / active EE | $2,950 | $4,836-39.0% | $4,438-33.5% | $6,710-56.0% |
| Admin fee / account holder | $293 | $6,408-95.4% | $5,614-94.8% | $11,403-97.4% |