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 9-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 | $35,566 | $72,400-50.9% | $67,502-47.3% | $145,922-75.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 11.23% | 7182.46%-7171.2pp | 3512.12%-3500.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,181 | $3,069-61.5% | $2,731-56.8% | $4,660-74.7% |
| Participant deferral / active EE | $2,997 | $4,783-37.3% | $4,000-25.1% | $6,688-55.2% |
| Admin fee / account holder | $264 | $5,539-95.2% | $3,998-93.4% | $13,397-98.0% |