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 | $38,819 | $29,660+30.9% | $56,411-31.2% | $80,856-52.0% |
| Participation rate | 29.5% | 41.6%-12.1pp | 52.5%-22.9pp | 67.6%-38.1pp |
| Annual return | 24.58% | 35.23%-10.6pp | 1701.33%-1676.8pp | 35.59%-11.0pp |
| Employer contribution / active EE | $364 | $669-45.5% | $1,039-64.9% | $2,755-86.8% |
| Participant deferral / active EE | $844 | $1,226-31.2% | $1,952-56.8% | $4,296-80.4% |
| Admin fee / account holder | $276 | $2,428-88.6% | $2,829-90.2% | $6,918-96.0% |