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 | $1,800 | $29,660-93.9% | $56,411-96.8% | $80,856-97.8% |
| Participation rate | 48.1% | 41.6%+6.5pp | 52.5%-4.3pp | 67.6%-19.5pp |
| Annual return | 12.95% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $303 | $669-54.8% | $1,039-70.9% | $2,755-89.0% |
| Participant deferral / active EE | $498 | $1,226-59.4% | $1,952-74.5% | $4,296-88.4% |
| Admin fee / account holder | $45 | $2,428-98.1% | $2,829-98.4% | $6,918-99.3% |