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 | $98,895 | $87,733+12.7% | $106,548-7.2% | $85,850+15.2% |
| Participation rate | 51.9% | 71.9%-20.1pp | 76.1%-24.3pp | 69.3%-17.5pp |
| Annual return | 23.03% | 21.86%+1.2pp | 26.80%-3.8pp | 318.53%-295.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,498 | $3,469-28.0% | $4,398-43.2% | $3,952-36.8% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,407-100.0% | $6,260-100.0% |