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 | $56,554 | $138,065-59.0% | $123,544-54.2% | $135,375-58.2% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -6.95% | 153.68%-160.6pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,325 | $5,151-74.3% | $4,628-71.4% | $4,779-72.3% |
| Participant deferral / active EE | $5,715 | $6,799-15.9% | $6,426-11.1% | $5,609+1.9% |
| Admin fee / account holder | $185 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |