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 | $22,906 | $150,187-84.7% | $120,354-81.0% | $145,922-84.3% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.1pp |
| Annual return | 15.03% | 154.07%-139.0pp | 107.15%-92.1pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,261 | $4,348-71.0% | $3,463-63.6% | $4,660-72.9% |
| Participant deferral / active EE | $4,966 | $6,173-19.6% | $4,991-0.5% | $6,688-25.8% |
| Admin fee / account holder | $115 | $12,207-99.1% | $9,423-98.8% | $13,397-99.1% |