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 3-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 | $24,705 | $99,877-75.3% | $84,966-70.9% | $145,922-83.1% |
| Participation rate | 44.4% | 74.1%-29.6pp | 67.5%-23.1pp | 80.3%-35.8pp |
| Annual return | 20.58% | 83.76%-63.2pp | 66.38%-45.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,402 | $3,231-56.6% | $2,727-48.6% | $4,660-69.9% |
| Participant deferral / active EE | $5,629 | $5,291+6.4% | $4,519+24.6% | $6,688-15.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |