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 4-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 | $13,302 | $106,515-87.5% | $96,683-86.2% | $139,434-90.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 84.23% | 38.43%+45.8pp | 35.69%+48.5pp | 372.94%-288.7pp |
| Employer contribution / active EE | $1,819 | $4,103-55.7% | $3,737-51.3% | $4,751-61.7% |
| Participant deferral / active EE | $5,321 | $5,454-2.4% | $4,878+9.1% | $6,710-20.7% |
| Admin fee / account holder | $53 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |