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 8-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 | $42,284 | $115,770-63.5% | $101,248-58.2% | $158,922-73.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 14.38% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,015 | $4,175-51.7% | $3,660-44.9% | $4,761-57.7% |
| Participant deferral / active EE | $6,145 | $4,957+24.0% | $4,370+40.6% | $5,982+2.7% |
| Admin fee / account holder | $283 | $7,245-96.1% | $5,945-95.2% | $11,246-97.5% |