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 | $28,368 | $100,852-71.9% | $90,404-68.6% | $158,922-82.1% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 34.12% | 1724.20%-1690.1pp | 1293.02%-1258.9pp | 302.83%-268.7pp |
| Employer contribution / active EE | $1,288 | $3,689-65.1% | $3,262-60.5% | $4,761-72.9% |
| Participant deferral / active EE | $3,134 | $4,348-27.9% | $3,963-20.9% | $5,982-47.6% |
| Admin fee / account holder | $132 | $6,501-98.0% | $5,611-97.7% | $11,246-98.8% |