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 | $173,961 | $72,277+140.7% | $101,248+71.8% | $79,858+117.8% |
| Participation rate | 59.0% | 68.5%-9.5pp | 75.8%-16.8pp | 69.6%-10.7pp |
| Annual return | 14.18% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,562 | $2,692-42.0% | $3,660-57.3% | $2,471-36.8% |
| Participant deferral / active EE | $4,662 | $3,282+42.1% | $4,370+6.7% | $3,740+24.7% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |