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 3-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 | $54,233 | $76,738-29.3% | $56,411-3.9% | $145,922-62.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 12.92% | 2994.23%-2981.3pp | 1701.33%-1688.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $598 | $1,380-56.6% | $1,039-42.4% | $4,660-87.2% |
| Participant deferral / active EE | $1,527 | $2,623-41.8% | $1,952-21.8% | $6,688-77.2% |
| Admin fee / account holder | $201 | $3,334-94.0% | $2,829-92.9% | $13,397-98.5% |