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 | $182,198 | $117,381+55.2% | $99,443+83.2% | $152,861+19.2% |
| Participation rate | 46.7% | 77.5%-30.9pp | 73.8%-27.2pp | 82.4%-35.8pp |
| Annual return | 18.69% | 31.87%-13.2pp | 30.72%-12.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $5,516 | $3,013+83.1% | $2,540+117.2% | $4,762+15.8% |
| Participant deferral / active EE | $7,825 | $4,086+91.5% | $3,619+116.2% | $5,850+33.8% |
| Admin fee / account holder | $38 | $7,631-99.5% | $6,250-99.4% | $11,596-99.7% |