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 4-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 | $31,112 | $96,305-67.7% | $80,569-61.4% | $139,434-77.7% |
| Participation rate | 22.2% | 73.6%-51.4pp | 67.0%-44.8pp | 80.3%-58.1pp |
| Annual return | 33.77% | 1350.08%-1316.3pp | 935.43%-901.7pp | 372.94%-339.2pp |
| Employer contribution / active EE | $748 | $3,262-77.1% | $2,723-72.5% | $4,751-84.3% |
| Participant deferral / active EE | $3,538 | $5,232-32.4% | $4,447-20.5% | $6,710-47.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |