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 | $40,093 | $133,958-70.1% | $112,228-64.3% | $134,475-70.2% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.1%-21.7pp | 81.2%-27.9pp |
| Annual return | -16.11% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,000 | $4,038-75.2% | $3,635-72.5% | $4,740-78.9% |
| Participant deferral / active EE | $2,772 | $5,291-47.6% | $4,728-41.4% | $6,400-56.7% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |