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 | $70,786 | $100,852-29.8% | $90,404-21.7% | $158,922-55.5% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 35.83% | 1724.20%-1688.4pp | 1293.02%-1257.2pp | 302.83%-267.0pp |
| Employer contribution / active EE | $1,649 | $3,689-55.3% | $3,262-49.5% | $4,761-65.4% |
| Participant deferral / active EE | $4,151 | $4,348-4.5% | $3,963+4.7% | $5,982-30.6% |
| Admin fee / account holder | $5 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |