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 | $37,893 | $106,890-64.5% | $84,015-54.9% | $152,861-75.2% |
| Participation rate | 27.8% | 75.2%-47.5pp | 69.0%-41.2pp | 82.4%-54.7pp |
| Annual return | 27.58% | 104.99%-77.4pp | 71.31%-43.7pp | 345.32%-317.7pp |
| Employer contribution / active EE | $776 | $2,734-71.6% | $1,983-60.9% | $4,762-83.7% |
| Participant deferral / active EE | $3,459 | $4,011-13.8% | $3,239+6.8% | $5,850-40.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |