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 3-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 | $17,685 | $30,400-41.8% | $53,898-67.2% | $84,808-79.1% |
| Participation rate | 11.5% | 46.4%-34.9pp | 55.0%-43.4pp | 68.3%-56.8pp |
| Annual return | 19.62% | 500.19%-480.6pp | 528.60%-509.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $165 | $603-72.6% | $932-82.3% | $2,631-93.7% |
| Participant deferral / active EE | $1,035 | $1,199-13.7% | $1,826-43.3% | $4,212-75.4% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |