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 | $35,801 | $53,516-33.1% | $126,539-71.7% | $84,808-57.8% |
| Participation rate | 20.9% | 58.2%-37.4pp | 69.8%-48.9pp | 68.3%-47.4pp |
| Annual return | 31.78% | 58.34%-26.6pp | 425.95%-394.2pp | 40.90%-9.1pp |
| Employer contribution / active EE | $329 | $1,535-78.5% | $3,674-91.0% | $2,631-87.5% |
| Participant deferral / active EE | $985 | $2,671-63.1% | $4,083-75.9% | $4,212-76.6% |
| Admin fee / account holder | $152 | $4,497-96.6% | $6,065-97.5% | $7,344-97.9% |