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 | $21,104 | $58,208-63.7% | $81,812-74.2% | $80,856-73.9% |
| Participation rate | 30.2% | 63.4%-33.2pp | 72.3%-42.1pp | 67.6%-37.4pp |
| Annual return | 12.56% | 41.66%-29.1pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,421 | $2,340-39.3% | $2,912-51.2% | $2,755-48.4% |
| Participant deferral / active EE | $1,106 | $3,281-66.3% | $4,319-74.4% | $4,296-74.3% |
| Admin fee / account holder | $292 | $4,981-94.1% | $7,386-96.1% | $6,918-95.8% |