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 | $10,823 | $92,703-88.3% | $82,719-86.9% | $134,475-92.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -15.36% | 944.92%-960.3pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $961 | $3,274-70.6% | $3,009-68.1% | $4,740-79.7% |
| Participant deferral / active EE | $1,618 | $4,802-66.3% | $4,395-63.2% | $6,400-74.7% |
| Admin fee / account holder | $44 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |