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 | $91,566 | $30,400+201.2% | $53,898+69.9% | $84,808+8.0% |
| Participation rate | 19.0% | 46.4%-27.5pp | 55.0%-36.0pp | 68.3%-49.3pp |
| Annual return | 18.42% | 500.19%-481.8pp | 528.60%-510.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $236 | $603-60.9% | $932-74.7% | $2,631-91.0% |
| Participant deferral / active EE | $1,147 | $1,199-4.3% | $1,826-37.2% | $4,212-72.8% |
| Admin fee / account holder | $298 | $1,993-85.0% | $2,491-88.0% | $7,344-95.9% |