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 | $131,748 | $180,449-27.0% | $154,107-14.5% | $135,375-2.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -0.16% | 888.09%-888.3pp | 735.12%-735.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $1,743 | $6,035-71.1% | $5,298-67.1% | $4,779-63.5% |
| Participant deferral / active EE | $3,346 | $5,806-42.4% | $5,081-34.1% | $5,609-40.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |