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 | $35,441 | $109,982-67.8% | $97,226-63.5% | $145,922-75.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 13.26% | 242.90%-229.6pp | 75.13%-61.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $851 | $3,084-72.4% | $2,729-68.8% | $4,660-81.7% |
| Participant deferral / active EE | $2,211 | $4,676-52.7% | $4,264-48.1% | $6,688-66.9% |
| Admin fee / account holder | $122 | $6,221-98.0% | $5,654-97.9% | $13,397-99.1% |