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 | $11,718 | $108,172-89.2% | $77,482-84.9% | $158,922-92.6% |
| Participation rate | 45.0% | 64.4%-19.4pp | 54.2%-9.2pp | 82.0%-37.0pp |
| Annual return | 15.70% | 31.67%-16.0pp | 54.79%-39.1pp | 302.83%-287.1pp |
| Employer contribution / active EE | $619 | $1,325-53.3% | $986-37.2% | $4,761-87.0% |
| Participant deferral / active EE | $922 | $2,456-62.5% | $1,861-50.5% | $5,982-84.6% |
| Admin fee / account holder | $120 | $3,708-96.8% | $2,858-95.8% | $11,246-98.9% |