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 | $64,894 | $92,703-30.0% | $82,719-21.5% | $134,475-51.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.47% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,007 | $3,274-38.7% | $3,009-33.3% | $4,740-57.7% |
| Participant deferral / active EE | $4,776 | $4,802-0.5% | $4,395+8.7% | $6,400-25.4% |
| Admin fee / account holder | $66 | $5,983-98.9% | $5,329-98.8% | $11,426-99.4% |