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 7-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 | $27,582 | $52,122-47.1% | $104,294-73.6% | $64,808-57.4% |
| Participation rate | 18.5% | 56.0%-37.5pp | 73.3%-54.8pp | 71.5%-53.0pp |
| Annual return | -6.30% | 13.26%-19.6pp | 24.61%-30.9pp | 32.82%-39.1pp |
| Employer contribution / active EE | $650 | $1,627-60.1% | $3,372-80.7% | $2,506-74.1% |
| Participant deferral / active EE | $1,548 | $2,823-45.1% | $4,625-66.5% | $4,310-64.1% |
| Admin fee / account holder | $91 | $155-41.0% | $7,339-98.8% | $188-51.5% |