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 6-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 | $29,142 | $48,795-40.3% | $65,493-55.5% | $84,808-65.6% |
| Participation rate | 58.6% | 67.0%-8.4pp | 73.1%-14.5pp | 68.3%-9.7pp |
| Annual return | 24.76% | 20.20%+4.6pp | 982.45%-957.7pp | 40.90%-16.1pp |
| Employer contribution / active EE | $1,299 | $1,930-32.7% | $2,574-49.6% | $2,631-50.6% |
| Participant deferral / active EE | $2,909 | $2,928-0.7% | $3,961-26.6% | $4,212-30.9% |
| Admin fee / account holder | $161 | $3,877-95.8% | $5,028-96.8% | $7,344-97.8% |