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 6-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 | $31,996 | $105,860-69.8% | $90,749-64.7% | $134,475-76.2% |
| Participation rate | 53.3% | 78.2%-24.9pp | 75.7%-22.4pp | 81.2%-27.9pp |
| Annual return | -20.12% | -11.01%-9.1pp | -12.16%-8.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $896 | $3,462-74.1% | $2,921-69.3% | $4,740-81.1% |
| Participant deferral / active EE | $2,916 | $5,216-44.1% | $4,564-36.1% | $6,400-54.4% |
| Admin fee / account holder | $266 | $13,938-98.1% | $8,445-96.9% | $11,426-97.7% |