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 | $2,138 | $81,625-97.4% | $58,482-96.3% | $139,434-98.5% |
| Participation rate | 63.6% | 61.3%+2.3pp | 50.9%+12.8pp | 80.3%-16.7pp |
| Annual return | 28.80% | 7404.20%-7375.4pp | 4239.32%-4210.5pp | 372.94%-344.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $711 | $2,557-72.2% | $1,924-63.0% | $6,710-89.4% |
| Admin fee / account holder | $44 | $3,265-98.7% | $2,516-98.3% | $11,403-99.6% |