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 | $37,651 | $183,519-79.5% | $155,509-75.8% | $145,922-74.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.46% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,329 | $5,313-75.0% | $4,672-71.6% | $4,660-71.5% |
| Participant deferral / active EE | $4,440 | $6,462-31.3% | $5,626-21.1% | $6,688-33.6% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |