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 10-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 | $9,113 | $30,400-70.0% | $53,898-83.1% | $84,808-89.3% |
| Participation rate | 37.9% | 46.4%-8.5pp | 55.0%-17.0pp | 68.3%-30.4pp |
| Annual return | 20.80% | 500.19%-479.4pp | 528.60%-507.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $270 | $603-55.2% | $932-71.1% | $2,631-89.7% |
| Participant deferral / active EE | $776 | $1,199-35.2% | $1,826-57.5% | $4,212-81.6% |
| Admin fee / account holder | $36 | $1,993-98.2% | $2,491-98.6% | $7,344-99.5% |