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 7-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 | $30,448 | $110,809-72.5% | $86,874-65.0% | $167,490-81.8% |
| Participation rate | 42.9% | 75.8%-32.9pp | 71.6%-28.8pp | 82.1%-39.2pp |
| Annual return | 14.17% | 116.98%-102.8pp | 63.52%-49.3pp | 478.56%-464.4pp |
| Employer contribution / active EE | $476 | $3,244-85.3% | $2,495-80.9% | $4,837-90.2% |
| Participant deferral / active EE | $1,001 | $4,546-78.0% | $3,699-72.9% | $6,341-84.2% |
| Admin fee / account holder | $55 | $8,415-99.4% | $5,828-99.1% | $12,309-99.6% |