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 | $12,159 | $48,265-74.8% | $68,791-82.3% | $68,494-82.2% |
| Participation rate | 29.7% | 60.7%-30.9pp | 69.0%-39.3pp | 67.9%-38.2pp |
| Annual return | -17.87% | -12.71%-5.2pp | -6.38%-11.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $906 | $1,829-50.5% | $2,655-65.9% | $2,596-65.1% |
| Participant deferral / active EE | $1,015 | $2,867-64.6% | $3,941-74.2% | $4,027-74.8% |
| Admin fee / account holder | $51 | $4,355-98.8% | $4,932-99.0% | $5,403-99.0% |