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 | $15,367 | $27,641-44.4% | $61,373-75.0% | $68,494-77.6% |
| Participation rate | 28.1% | 39.5%-11.4pp | 52.6%-24.4pp | 67.9%-39.8pp |
| Annual return | -19.31% | -13.24%-6.1pp | 338.61%-357.9pp | -7.84%-11.5pp |
| Employer contribution / active EE | $446 | $695-35.8% | $1,159-61.5% | $2,596-82.8% |
| Participant deferral / active EE | $894 | $1,263-29.3% | $2,125-57.9% | $4,027-77.8% |
| Admin fee / account holder | $176 | $2,010-91.2% | $2,130-91.7% | $5,403-96.7% |