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 | $18,089 | $100,852-82.1% | $90,404-80.0% | $158,922-88.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 15.07% | 1724.20%-1709.1pp | 1293.02%-1277.9pp | 302.83%-287.8pp |
| Employer contribution / active EE | $321 | $3,689-91.3% | $3,262-90.2% | $4,761-93.3% |
| Participant deferral / active EE | $1,641 | $4,348-62.3% | $3,963-58.6% | $5,982-72.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |