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 4-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 | $19,623 | $106,515-81.6% | $96,683-79.7% | $139,434-85.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 26.81% | 38.43%-11.6pp | 35.69%-8.9pp | 372.94%-346.1pp |
| Employer contribution / active EE | $1,488 | $4,103-63.7% | $3,737-60.2% | $4,751-68.7% |
| Participant deferral / active EE | $3,565 | $5,454-34.6% | $4,878-26.9% | $6,710-46.9% |
| Admin fee / account holder | $39 | $7,877-99.5% | $6,730-99.4% | $11,403-99.7% |