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 8-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 | $12,559 | $48,046-73.9% | $84,611-85.2% | $72,985-82.8% |
| Participation rate | 49.0% | 57.6%-8.6pp | 68.2%-19.3pp | 69.5%-20.5pp |
| Annual return | 35.62% | 37.38%-1.8pp | 258.74%-223.1pp | 81.00%-45.4pp |
| Employer contribution / active EE | $1,162 | $1,602-27.4% | $2,652-56.2% | $2,440-52.4% |
| Participant deferral / active EE | $2,150 | $2,680-19.8% | $3,899-44.9% | $3,607-40.4% |
| Admin fee / account holder | $175 | $3,395-94.9% | $4,912-96.4% | $5,124-96.6% |