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 10-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 | $53,948 | $100,852-46.5% | $90,404-40.3% | $158,922-66.1% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.0pp | 82.0%-18.3pp |
| Annual return | 16.67% | 1724.20%-1707.5pp | 1293.02%-1276.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $406 | $3,689-89.0% | $3,262-87.6% | $4,761-91.5% |
| Participant deferral / active EE | $3,579 | $4,348-17.7% | $3,963-9.7% | $5,982-40.2% |
| Admin fee / account holder | $10 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |