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 | $50,646 | $86,286-41.3% | $111,297-54.5% | $85,850-41.0% |
| Participation rate | 64.9% | 73.3%-8.5pp | 77.3%-12.4pp | 69.3%-4.4pp |
| Annual return | 14.64% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $713 | $2,043-65.1% | $2,731-73.9% | $2,565-72.2% |
| Participant deferral / active EE | $2,743 | $3,641-24.7% | $4,487-38.9% | $3,952-30.6% |
| Admin fee / account holder | $285 | $8,188-96.5% | $7,964-96.4% | $6,260-95.4% |