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 | $100,182 | $82,630+21.2% | $64,105+56.3% | $125,391-20.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 68.2%-11.0pp | 83.2%-26.0pp |
| Annual return | -1.23% | 1489.72%-1491.0pp | 791.24%-792.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,086 | $2,671-59.3% | $1,820-40.3% | $4,866-77.7% |
| Participant deferral / active EE | $2,282 | $3,608-36.8% | $2,822-19.1% | $5,352-57.4% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |