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 6-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 | $37,161 | $176,056-78.9% | $159,436-76.7% | $167,490-77.8% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 26.03% | 331.75%-305.7pp | 263.57%-237.5pp | 478.56%-452.5pp |
| Employer contribution / active EE | $1,320 | $5,297-75.1% | $4,829-72.7% | $4,837-72.7% |
| Participant deferral / active EE | $7,004 | $7,750-9.6% | $7,352-4.7% | $6,341+10.5% |
| Admin fee / account holder | $96 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |