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 | $64,765 | $71,883-9.9% | $86,677-25.3% | $68,494-5.4% |
| Participation rate | 51.5% | 72.2%-20.7pp | 76.6%-25.1pp | 67.9%-16.4pp |
| Annual return | -18.80% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $933 | $2,173-57.0% | $2,836-67.1% | $2,596-64.0% |
| Participant deferral / active EE | $1,832 | $3,779-51.5% | $4,656-60.6% | $4,027-54.5% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |