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 10-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 | $26,313 | $88,594-70.3% | $70,092-62.5% | $134,475-80.4% |
| Participation rate | 53.3% | 74.9%-21.6pp | 70.5%-17.1pp | 81.2%-27.9pp |
| Annual return | -18.40% | 442.67%-461.1pp | 190.73%-209.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $377 | $3,233-88.3% | $2,559-85.3% | $4,740-92.0% |
| Participant deferral / active EE | $4,474 | $4,772-6.2% | $3,849+16.2% | $6,400-30.1% |
| Admin fee / account holder | $57 | $10,441-99.5% | $6,267-99.1% | $11,426-99.5% |