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 | $9,338 | $72,400-87.1% | $67,502-86.2% | $145,922-93.6% |
| Participation rate | 58.8% | 76.9%-18.0pp | 72.9%-14.1pp | 80.3%-21.5pp |
| Annual return | 12.42% | 7182.46%-7170.0pp | 3512.12%-3499.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,358 | $3,069-55.8% | $2,731-50.3% | $4,660-70.9% |
| Participant deferral / active EE | $2,139 | $4,783-55.3% | $4,000-46.5% | $6,688-68.0% |
| Admin fee / account holder | $256 | $5,539-95.4% | $3,998-93.6% | $13,397-98.1% |