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 | $27,607 | $80,717-65.8% | $154,803-82.2% | $84,808-67.4% |
| Participation rate | 30.0% | 66.8%-36.8pp | 78.1%-48.1pp | 68.3%-38.3pp |
| Annual return | 51.24% | 37.96%+13.3pp | 58.88%-7.6pp | 40.90%+10.3pp |
| Employer contribution / active EE | $618 | $2,761-77.6% | $4,305-85.7% | $2,631-76.5% |
| Participant deferral / active EE | $1,099 | $3,303-66.7% | $5,540-80.2% | $4,212-73.9% |
| Admin fee / account holder | $125 | $6,746-98.2% | $14,329-99.1% | $7,344-98.3% |