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 | $45,779 | $106,515-57.0% | $96,683-52.7% | $139,434-67.2% |
| Participation rate | 39.1% | 77.8%-38.7pp | 74.3%-35.2pp | 80.3%-41.2pp |
| Annual return | 18.20% | 38.43%-20.2pp | 35.69%-17.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,021 | $4,103-75.1% | $3,737-72.7% | $4,751-78.5% |
| Participant deferral / active EE | $3,698 | $5,454-32.2% | $4,878-24.2% | $6,710-44.9% |
| Admin fee / account holder | $169 | $7,877-97.9% | $6,730-97.5% | $11,403-98.5% |