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 | $63,610 | $198,466-67.9% | $170,442-62.7% | $147,584-56.9% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 27.79% | 257.29%-229.5pp | 205.93%-178.1pp | 578.55%-550.8pp |
| Employer contribution / active EE | $2,349 | $6,184-62.0% | $5,433-56.8% | $4,876-51.8% |
| Participant deferral / active EE | $2,890 | $5,629-48.7% | $4,939-41.5% | $5,439-46.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |