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 | $84,786 | $180,449-53.0% | $154,107-45.0% | $135,375-37.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -1.17% | 888.09%-889.3pp | 735.12%-736.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,539 | $6,035-57.9% | $5,298-52.1% | $4,779-46.9% |
| Participant deferral / active EE | $3,594 | $5,806-38.1% | $5,081-29.3% | $5,609-35.9% |
| Admin fee / account holder | $18 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |