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 | $131,433 | $72,404+81.5% | $110,238+19.2% | $64,186+104.8% |
| Participation rate | 53.7% | 73.3%-19.7pp | 79.8%-26.2pp | 69.6%-15.9pp |
| Annual return | 10.33% | -6.29%+16.6pp | 314.74%-304.4pp | 7.63%+2.7pp |
| Employer contribution / active EE | $1,140 | $2,282-50.0% | $3,826-70.2% | $2,381-52.1% |
| Participant deferral / active EE | $3,878 | $3,469+11.8% | $4,672-17.0% | $3,470+11.8% |
| Admin fee / account holder | $4 | $5,664-99.9% | $8,547-100.0% | $4,888-99.9% |