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 8-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 | $20,471 | $112,881-81.9% | $90,951-77.5% | $158,922-87.1% |
| Participation rate | 53.8% | 74.7%-20.9pp | 69.0%-15.2pp | 82.0%-28.1pp |
| Annual return | 32.50% | 215.79%-183.3pp | 134.60%-102.1pp | 302.83%-270.3pp |
| Employer contribution / active EE | $2,156 | $2,893-25.5% | $2,122+1.6% | $4,761-54.7% |
| Participant deferral / active EE | $3,269 | $4,128-20.8% | $3,373-3.1% | $5,982-45.4% |
| Admin fee / account holder | $261 | $8,041-96.8% | $5,959-95.6% | $11,246-97.7% |