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 8-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 | $51,812 | $81,625-36.5% | $58,482-11.4% | $139,434-62.8% |
| Participation rate | 9.1% | 61.3%-52.2pp | 50.9%-41.8pp | 80.3%-71.2pp |
| Annual return | 15.07% | 7404.20%-7389.1pp | 4239.32%-4224.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $469 | $1,398-66.5% | $1,053-55.5% | $4,751-90.1% |
| Participant deferral / active EE | $2,727 | $2,557+6.7% | $1,924+41.8% | $6,710-59.4% |
| Admin fee / account holder | $190 | $3,265-94.2% | $2,516-92.5% | $11,403-98.3% |