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 | $23,781 | $85,790-72.3% | $67,313-64.7% | $135,375-82.4% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.1%-24.6pp | 82.6%-38.2pp |
| Annual return | -7.80% | -0.54%-7.3pp | -4.08%-3.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,220 | $3,487-65.0% | $2,566-52.5% | $4,779-74.5% |
| Participant deferral / active EE | $1,369 | $4,651-70.6% | $3,568-61.6% | $5,609-75.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |