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 10-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 | $150,471 | $70,606+113.1% | $53,898+179.2% | $142,382+5.7% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 12.22% | 619.81%-607.6pp | 528.60%-516.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,249 | $2,364-47.2% | $1,826-31.6% | $6,507-80.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |