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 | $62,995 | $142,344-55.7% | $119,609-47.3% | $134,475-53.2% |
| Participation rate | 28.6% | 82.8%-54.2pp | 79.3%-50.7pp | 81.2%-52.7pp |
| Annual return | -18.70% | -12.44%-6.3pp | -14.97%-3.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,679 | $5,222-67.9% | $4,232-60.3% | $4,740-64.6% |
| Participant deferral / active EE | $2,537 | $6,469-60.8% | $5,602-54.7% | $6,400-60.4% |
| Admin fee / account holder | $89 | $13,584-99.3% | $10,323-99.1% | $11,426-99.2% |