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 | $17,659 | $77,899-77.3% | $149,673-88.2% | $75,163-76.5% |
| Participation rate | 16.1% | 65.6%-49.4pp | 78.8%-62.6pp | 67.2%-51.1pp |
| Annual return | 34.16% | 31.72%+2.4pp | 134.42%-100.3pp | 160.62%-126.5pp |
| Employer contribution / active EE | $525 | $3,137-83.3% | $4,818-89.1% | $2,670-80.3% |
| Participant deferral / active EE | $1,470 | $3,411-56.9% | $5,680-74.1% | $4,125-64.4% |
| Admin fee / account holder | $244 | $5,956-95.9% | $13,210-98.2% | $5,651-95.7% |