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 | $27,738 | $110,502-74.9% | $80,716-65.6% | $167,490-83.4% |
| Participation rate | 23.8% | 64.0%-40.2pp | 54.2%-30.4pp | 82.1%-58.3pp |
| Annual return | 27.57% | 120.54%-93.0pp | 87.28%-59.7pp | 478.56%-451.0pp |
| Employer contribution / active EE | $486 | $1,543-68.5% | $1,160-58.1% | $4,837-89.9% |
| Participant deferral / active EE | $1,380 | $2,871-51.9% | $2,146-35.7% | $6,341-78.2% |
| Admin fee / account holder | $62 | $4,545-98.6% | $3,380-98.2% | $12,309-99.5% |