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 | $31,000 | $87,733-64.7% | $106,548-70.9% | $85,850-63.9% |
| Participation rate | 33.3% | 71.9%-38.6pp | 76.1%-42.8pp | 69.3%-36.0pp |
| Annual return | 16.23% | 21.86%-5.6pp | 26.80%-10.6pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,047 | $2,073-49.5% | $2,819-62.8% | $2,565-59.2% |
| Participant deferral / active EE | $1,838 | $3,469-47.0% | $4,398-58.2% | $3,952-53.5% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,407-100.0% | $6,260-100.0% |