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 4-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 | $17,767 | $70,606-74.8% | $53,898-67.0% | $142,382-87.5% |
| Participation rate | 10.5% | 63.7%-53.2pp | 55.0%-44.4pp | 80.1%-69.6pp |
| Annual return | 22.48% | 619.81%-597.3pp | 528.60%-506.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $290 | $1,202-75.9% | $932-68.9% | $4,299-93.3% |
| Participant deferral / active EE | $346 | $2,364-85.4% | $1,826-81.1% | $6,507-94.7% |
| Admin fee / account holder | $68 | $2,852-97.6% | $2,491-97.3% | $12,624-99.5% |