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 | $36,496 | $92,703-60.6% | $82,719-55.9% | $134,475-72.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -20.06% | 944.92%-965.0pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $895 | $3,274-72.7% | $3,009-70.3% | $4,740-81.1% |
| Participant deferral / active EE | $5,041 | $4,802+5.0% | $4,395+14.7% | $6,400-21.2% |
| Admin fee / account holder | $103 | $5,983-98.3% | $5,329-98.1% | $11,426-99.1% |