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 | $42,776 | $102,317-58.2% | $146,958-70.9% | $80,856-47.1% |
| Participation rate | 57.8% | 75.8%-18.1pp | 82.2%-24.4pp | 67.6%-9.9pp |
| Annual return | 33.14% | 134.76%-101.6pp | 418.34%-385.2pp | 35.59%-2.4pp |
| Employer contribution / active EE | $2,347 | $3,713-36.8% | $4,933-52.4% | $2,755-14.8% |
| Participant deferral / active EE | $6,068 | $6,644-8.7% | $8,070-24.8% | $4,296+41.3% |
| Admin fee / account holder | $26 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |