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 | $67,867 | $217,402-68.8% | $185,823-63.5% | $167,490-59.5% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 17.08% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,572 | $5,873-73.2% | $5,167-69.6% | $4,837-67.5% |
| Participant deferral / active EE | $2,759 | $6,356-56.6% | $5,568-50.5% | $6,341-56.5% |
| Admin fee / account holder | $10 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |