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 | $13,434 | $30,400-55.8% | $53,898-75.1% | $84,808-84.2% |
| Participation rate | 42.2% | 46.4%-4.2pp | 55.0%-12.7pp | 68.3%-26.1pp |
| Annual return | 19.05% | 500.19%-481.1pp | 528.60%-509.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $455 | $603-24.5% | $932-51.2% | $2,631-82.7% |
| Participant deferral / active EE | $1,904 | $1,199+58.8% | $1,826+4.2% | $4,212-54.8% |
| Admin fee / account holder | $67 | $1,993-96.7% | $2,491-97.3% | $7,344-99.1% |