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 | $35,634 | $53,127-32.9% | $86,590-58.8% | $70,131-49.2% |
| Participation rate | 53.1% | 65.3%-12.2pp | 73.5%-20.4pp | 69.5%-16.4pp |
| Annual return | 17.06% | 27.66%-10.6pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $584 | $2,068-71.8% | $2,839-79.4% | $2,342-75.1% |
| Participant deferral / active EE | $1,372 | $2,696-49.1% | $3,609-62.0% | $3,332-58.8% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |