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 | $168,016 | $105,998+58.5% | $92,233+82.2% | $147,584+13.8% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 16.31% | 50.05%-33.7pp | 176.28%-160.0pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,251 | $4,333-71.1% | $3,679-66.0% | $4,876-74.3% |
| Participant deferral / active EE | $3,400 | $4,478-24.1% | $3,897-12.8% | $5,439-37.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |