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 7-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 | $14,394 | $114,047-87.4% | $96,139-85.0% | $167,490-91.4% |
| Participation rate | 54.2% | 75.1%-20.9pp | 68.4%-14.3pp | 82.1%-27.9pp |
| Annual return | 91.02% | 189.88%-98.9pp | 191.94%-100.9pp | 478.56%-387.5pp |
| Employer contribution / active EE | $907 | $3,427-73.5% | $2,797-67.6% | $4,837-81.2% |
| Participant deferral / active EE | $1,446 | $5,194-72.2% | $4,349-66.7% | $6,341-77.2% |
| Admin fee / account holder | $41 | $6,897-99.4% | $5,537-99.3% | $12,309-99.7% |