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 | $64,036 | $158,398-59.6% | $126,539-49.4% | $142,382-55.0% |
| Participation rate | 33.3% | 75.8%-42.5pp | 69.8%-36.5pp | 80.1%-46.8pp |
| Annual return | 21.14% | 593.76%-572.6pp | 425.95%-404.8pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,600 | $4,650-44.1% | $3,674-29.2% | $4,299-39.5% |
| Participant deferral / active EE | $3,575 | $4,767-25.0% | $4,083-12.4% | $6,507-45.1% |
| Admin fee / account holder | $221 | $6,918-96.8% | $6,065-96.4% | $12,624-98.2% |