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 | $11,232 | $81,248-86.2% | $155,509-92.8% | $80,856-86.1% |
| Participation rate | 58.1% | 66.2%-8.2pp | 78.2%-20.1pp | 67.6%-9.6pp |
| Annual return | 14.20% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $700 | $3,100-77.4% | $4,672-85.0% | $2,755-74.6% |
| Participant deferral / active EE | $2,138 | $3,452-38.0% | $5,626-62.0% | $4,296-50.2% |
| Admin fee / account holder | $30 | $7,997-99.6% | $15,912-99.8% | $6,918-99.6% |