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 | $21,207 | $77,813-72.7% | $123,544-82.8% | $64,186-67.0% |
| Participation rate | 57.7% | 74.7%-17.0pp | 82.3%-24.5pp | 69.6%-11.8pp |
| Annual return | -6.88% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,293 | $5,240-56.2% | $6,426-64.3% | $3,470-33.9% |
| Admin fee / account holder | $39 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |