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 6-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 | $32,944 | $110,502-70.2% | $80,716-59.2% | $167,490-80.3% |
| Participation rate | 8.3% | 64.0%-55.6pp | 54.2%-45.8pp | 82.1%-73.8pp |
| Annual return | 36.53% | 120.54%-84.0pp | 87.28%-50.7pp | 478.56%-442.0pp |
| Employer contribution / active EE | $777 | $1,543-49.6% | $1,160-33.0% | $4,837-83.9% |
| Participant deferral / active EE | $1,352 | $2,871-52.9% | $2,146-37.0% | $6,341-78.7% |
| Admin fee / account holder | $60 | $4,545-98.7% | $3,380-98.2% | $12,309-99.5% |