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 | $15,504 | $81,248-80.9% | $155,509-90.0% | $80,856-80.8% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.6%-15.6pp |
| Annual return | 18.26% | 33.31%-15.1pp | 64.67%-46.4pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,078 | $3,100-65.2% | $4,672-76.9% | $2,755-60.9% |
| Participant deferral / active EE | $2,193 | $3,452-36.5% | $5,626-61.0% | $4,296-49.0% |
| Admin fee / account holder | $226 | $7,997-97.2% | $15,912-98.6% | $6,918-96.7% |