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 5-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 | $28,289 | $83,902-66.3% | $167,512-83.1% | $84,808-66.6% |
| Participation rate | 33.3% | 66.5%-33.1pp | 77.1%-43.7pp | 68.3%-35.0pp |
| Annual return | 25.25% | 91.55%-66.3pp | 1615.79%-1590.5pp | 40.90%-15.6pp |
| Employer contribution / active EE | $956 | $2,264-57.8% | $3,882-75.4% | $2,631-63.6% |
| Participant deferral / active EE | $2,368 | $4,442-46.7% | $6,405-63.0% | $4,212-43.8% |
| Admin fee / account holder | $218 | $7,915-97.2% | $9,769-97.8% | $7,344-97.0% |