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 6-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 | $36,034 | $48,046-25.0% | $84,611-57.4% | $72,985-50.6% |
| Participation rate | 28.6% | 57.6%-29.0pp | 68.2%-39.7pp | 69.5%-40.9pp |
| Annual return | 23.11% | 37.38%-14.3pp | 258.74%-235.6pp | 81.00%-57.9pp |
| Employer contribution / active EE | $653 | $1,602-59.2% | $2,652-75.4% | $2,440-73.2% |
| Participant deferral / active EE | $2,633 | $2,680-1.8% | $3,899-32.5% | $3,607-27.0% |
| Admin fee / account holder | $165 | $3,395-95.1% | $4,912-96.6% | $5,124-96.8% |