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 | $29,038 | $80,717-64.0% | $154,803-81.2% | $84,808-65.8% |
| Participation rate | 69.8% | 66.8%+3.0pp | 78.1%-8.3pp | 68.3%+1.5pp |
| Annual return | 19.34% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,399 | $2,761+23.1% | $4,305-21.1% | $2,631+29.2% |
| Participant deferral / active EE | $4,187 | $3,303+26.8% | $5,540-24.4% | $4,212-0.6% |
| Admin fee / account holder | $144 | $6,746-97.9% | $14,329-99.0% | $7,344-98.0% |