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 5-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 | $43,052 | $96,635-55.4% | $86,612-50.3% | $139,434-69.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 23.42% | 106.41%-83.0pp | 591.07%-567.7pp | 372.94%-349.5pp |
| Employer contribution / active EE | $3,042 | $3,263-6.8% | $3,022+0.6% | $4,751-36.0% |
| Participant deferral / active EE | $10,941 | $4,836+126.2% | $4,438+146.6% | $6,710+63.1% |
| Admin fee / account holder | $155 | $6,408-97.6% | $5,614-97.2% | $11,403-98.6% |