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 | $39,422 | $104,974-62.4% | $95,585-58.8% | $142,382-72.3% |
| Participation rate | 47.8% | 75.0%-27.1pp | 72.1%-24.2pp | 80.1%-32.3pp |
| Annual return | 18.45% | 210.33%-191.9pp | 38.56%-20.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $806 | $2,779-71.0% | $2,527-68.1% | $4,299-81.2% |
| Participant deferral / active EE | $1,805 | $4,352-58.5% | $4,023-55.1% | $6,507-72.3% |
| Admin fee / account holder | $166 | $6,386-97.4% | $6,127-97.3% | $12,624-98.7% |