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 | $50,484 | $108,642-53.5% | $74,701-32.4% | $152,861-67.0% |
| Participation rate | 13.3% | 65.3%-52.0pp | 54.5%-41.1pp | 82.4%-69.1pp |
| Annual return | 21.69% | 114.06%-92.4pp | 752.92%-731.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,067 | $2,712-23.8% | $1,964+5.2% | $5,850-64.7% |
| Admin fee / account holder | $68 | $4,902-98.6% | $3,333-98.0% | $11,596-99.4% |