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 | $12,850 | $99,877-87.1% | $84,966-84.9% | $145,922-91.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 14.22% | 83.76%-69.5pp | 66.38%-52.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,546 | $3,231-52.2% | $2,727-43.3% | $4,660-66.8% |
| Participant deferral / active EE | $9,015 | $5,291+70.4% | $4,519+99.5% | $6,688+34.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |