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 | $38,432 | $48,795-21.2% | $65,493-41.3% | $84,808-54.7% |
| Participation rate | 53.3% | 67.0%-13.6pp | 73.1%-19.8pp | 68.3%-15.0pp |
| Annual return | 18.44% | 20.20%-1.8pp | 982.45%-964.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,143 | $1,930-40.8% | $2,574-55.6% | $2,631-56.6% |
| Participant deferral / active EE | $3,752 | $2,928+28.1% | $3,961-5.3% | $4,212-10.9% |
| Admin fee / account holder | $283 | $3,877-92.7% | $5,028-94.4% | $7,344-96.2% |