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 | $158,718 | $70,606+124.8% | $53,898+194.5% | $142,382+11.5% |
| Participation rate | 39.1% | 63.7%-24.6pp | 55.0%-15.8pp | 80.1%-41.0pp |
| Annual return | 13.03% | 619.81%-606.8pp | 528.60%-515.6pp | 217.08%-204.0pp |
| Employer contribution / active EE | $619 | $1,202-48.5% | $932-33.6% | $4,299-85.6% |
| Participant deferral / active EE | $3,902 | $2,364+65.1% | $1,826+113.7% | $6,507-40.0% |
| Admin fee / account holder | $139 | $2,852-95.1% | $2,491-94.4% | $12,624-98.9% |