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 | $7,666 | $34,308-77.7% | $74,701-89.7% | $72,985-89.5% |
| Participation rate | 24.7% | 42.4%-17.7pp | 54.5%-29.8pp | 69.5%-44.8pp |
| Annual return | 23.21% | 26.58%-3.4pp | 752.92%-729.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $561 | $1,271-55.9% | $1,964-71.4% | $3,607-84.4% |
| Admin fee / account holder | $170 | $2,124-92.0% | $3,333-94.9% | $5,124-96.7% |