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 3-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 | $8,901 | $27,915-68.1% | $58,482-84.8% | $75,163-88.2% |
| Participation rate | 1.9% | 38.8%-36.9pp | 50.9%-49.0pp | 67.2%-65.3pp |
| Annual return | 48.35% | 44.20%+4.1pp | 4239.32%-4191.0pp | 160.62%-112.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $229 | $1,201-80.9% | $1,924-88.1% | $4,125-94.4% |
| Admin fee / account holder | $25 | $1,726-98.6% | $2,516-99.0% | $5,651-99.6% |