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 6-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 | $113,134 | $197,591-42.7% | $177,821-36.4% | $158,922-28.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 8.66% | 58.76%-50.1pp | 48.32%-39.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $3,004 | $6,697-55.2% | $5,918-49.2% | $4,761-36.9% |
| Participant deferral / active EE | $5,691 | $8,405-32.3% | $7,714-26.2% | $5,982-4.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |