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 8-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 | $62,078 | $176,812-64.9% | $146,665-57.7% | $167,490-62.9% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 16.99% | 24.03%-7.0pp | 22.74%-5.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,268 | $5,160-56.1% | $4,136-45.2% | $4,837-53.1% |
| Participant deferral / active EE | $2,268 | $6,440-64.8% | $5,506-58.8% | $6,341-64.2% |
| Admin fee / account holder | $83 | $13,259-99.4% | $10,280-99.2% | $12,309-99.3% |