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 4-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 | $28,024 | $111,754-74.9% | $103,333-72.9% | $145,922-80.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.43% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,740 | $4,212-58.7% | $3,868-55.0% | $4,660-62.7% |
| Participant deferral / active EE | $4,720 | $5,619-16.0% | $5,057-6.7% | $6,688-29.4% |
| Admin fee / account holder | $220 | $9,750-97.7% | $8,355-97.4% | $13,397-98.4% |