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 | $43,774 | $100,773-56.6% | $88,946-50.8% | $142,382-69.3% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 23.21% | 70.18%-47.0pp | 57.82%-34.6pp | 217.08%-193.9pp |
| Employer contribution / active EE | $893 | $2,918-69.4% | $2,555-65.0% | $4,299-79.2% |
| Participant deferral / active EE | $2,079 | $5,230-60.3% | $4,581-54.6% | $6,507-68.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |