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 5-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 | $62,642 | $159,901-60.8% | $146,958-57.4% | $145,922-57.1% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 13.52% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,331 | $5,286-74.8% | $4,933-73.0% | $4,660-71.4% |
| Participant deferral / active EE | $6,161 | $8,428-26.9% | $8,070-23.6% | $6,688-7.9% |
| Admin fee / account holder | $111 | $15,044-99.3% | $12,998-99.1% | $13,397-99.2% |