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 | $58,057 | $109,982-47.2% | $97,226-40.3% | $145,922-60.2% |
| Participation rate | 36.4% | 75.9%-39.6pp | 72.7%-36.3pp | 80.3%-43.9pp |
| Annual return | 17.24% | 242.90%-225.7pp | 75.13%-57.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,047 | $3,084-66.0% | $2,729-61.6% | $4,660-77.5% |
| Participant deferral / active EE | $5,989 | $4,676+28.1% | $4,264+40.5% | $6,688-10.4% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |