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 | $48,532 | $102,317-52.6% | $146,958-67.0% | $80,856-40.0% |
| Participation rate | 43.3% | 75.8%-32.5pp | 82.2%-38.8pp | 67.6%-24.3pp |
| Annual return | 14.98% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,315 | $3,713-64.6% | $4,933-73.3% | $2,755-52.3% |
| Participant deferral / active EE | $3,421 | $6,644-48.5% | $8,070-57.6% | $4,296-20.4% |
| Admin fee / account holder | $14 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |