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 | $41,665 | $70,606-41.0% | $53,898-22.7% | $142,382-70.7% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 18.15% | 619.81%-601.7pp | 528.60%-510.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $410 | $1,202-65.9% | $932-56.1% | $4,299-90.5% |
| Participant deferral / active EE | $3,053 | $2,364+29.1% | $1,826+67.2% | $6,507-53.1% |
| Admin fee / account holder | $170 | $2,852-94.0% | $2,491-93.2% | $12,624-98.7% |