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 | $43,724 | $49,280-11.3% | $67,313-35.0% | $64,186-31.9% |
| Participation rate | 19.4% | 60.8%-41.3pp | 69.1%-49.6pp | 69.6%-50.1pp |
| Annual return | -8.06% | -1.39%-6.7pp | -4.08%-4.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $404 | $1,668-75.8% | $2,566-84.3% | $2,381-83.0% |
| Participant deferral / active EE | $1,263 | $2,484-49.1% | $3,568-64.6% | $3,470-63.6% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,888-100.0% |