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 7-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 | $44,401 | $81,625-45.6% | $58,482-24.1% | $139,434-68.2% |
| Participation rate | 41.7% | 61.3%-19.7pp | 50.9%-9.2pp | 80.3%-38.7pp |
| Annual return | 16.73% | 7404.20%-7387.5pp | 4239.32%-4222.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $840 | $1,398-39.9% | $1,053-20.2% | $4,751-82.3% |
| Participant deferral / active EE | $4,157 | $2,557+62.6% | $1,924+116.1% | $6,710-38.0% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |