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 5-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 | $44,546 | $169,032-73.6% | $129,207-65.5% | $145,922-69.5% |
| Participation rate | 30.0% | 76.4%-46.4pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 12.41% | 14330.11%-14317.7pp | 9417.33%-9404.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $343 | $5,537-93.8% | $4,153-91.7% | $4,660-92.6% |
| Participant deferral / active EE | $4,033 | $4,987-19.1% | $4,168-3.2% | $6,688-39.7% |
| Admin fee / account holder | $203 | $9,954-98.0% | $7,715-97.4% | $13,397-98.5% |