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 | $19,337 | $63,346-69.5% | $92,233-79.0% | $70,131-72.4% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 19.15% | 530.12%-511.0pp | 176.28%-157.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $630 | $2,471-74.5% | $3,679-82.9% | $2,342-73.1% |
| Participant deferral / active EE | $1,403 | $2,854-50.8% | $3,897-64.0% | $3,332-57.9% |
| Admin fee / account holder | $144 | $3,840-96.3% | $5,194-97.2% | $4,645-96.9% |