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 | $56,904 | $91,538-37.8% | $129,995-56.2% | $75,163-24.3% |
| Participation rate | 69.4% | 71.4%-2.0pp | 78.5%-9.0pp | 67.2%+2.3pp |
| Annual return | 14.09% | -631.11%+645.2pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,682 | $2,845-40.9% | $4,320-61.1% | $2,670-37.0% |
| Participant deferral / active EE | $2,838 | $4,341-34.6% | $5,820-51.2% | $4,125-31.2% |
| Admin fee / account holder | $71 | $6,790-99.0% | $10,614-99.3% | $5,651-98.8% |