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 | $12,562 | $115,708-89.1% | $65,255-80.8% | $139,434-91.0% |
| Participation rate | 66.7% | 67.8%-1.2pp | 65.0%+1.7pp | 80.3%-13.7pp |
| Annual return | 0.00% | 31.19%-31.2pp | 47.35%-47.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,186 | $2,599-15.9% | $1,691+29.2% | $4,751-54.0% |
| Participant deferral / active EE | $5,456 | $4,240+28.7% | $2,831+92.7% | $6,710-18.7% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |