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 | $45,077 | $169,032-73.3% | $129,207-65.1% | $145,922-69.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 396.63% | 14330.11%-13933.5pp | 9417.33%-9020.7pp | 561.29%-164.7pp |
| Employer contribution / active EE | $2,717 | $5,537-50.9% | $4,153-34.6% | $4,660-41.7% |
| Participant deferral / active EE | $3,797 | $4,987-23.9% | $4,168-8.9% | $6,688-43.2% |
| Admin fee / account holder | $50 | $9,954-99.5% | $7,715-99.4% | $13,397-99.6% |