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 8-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 | $24,938 | $176,662-85.9% | $130,648-80.9% | $152,861-83.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.4%-32.4pp |
| Annual return | 24.67% | 2692.24%-2667.6pp | 1708.96%-1684.3pp | 345.32%-320.6pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,306 | $4,361-24.2% | $3,603-8.3% | $5,850-43.5% |
| Admin fee / account holder | $75 | $7,133-98.9% | $5,464-98.6% | $11,596-99.4% |