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 | $21,171 | $92,703-77.2% | $82,719-74.4% | $134,475-84.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -14.17% | 944.92%-959.1pp | 701.18%-715.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,340 | $3,274-59.1% | $3,009-55.5% | $4,740-71.7% |
| Participant deferral / active EE | $2,207 | $4,802-54.0% | $4,395-49.8% | $6,400-65.5% |
| Admin fee / account holder | $244 | $5,983-95.9% | $5,329-95.4% | $11,426-97.9% |