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 | $20,385 | $63,764-68.0% | $81,930-75.1% | $79,858-74.5% |
| Participation rate | 56.5% | 67.5%-11.0pp | 72.0%-15.5pp | 69.6%-13.1pp |
| Annual return | 17.33% | 22.66%-5.3pp | 29.49%-12.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $827 | $1,795-53.9% | $4,310-80.8% | $2,471-66.5% |
| Participant deferral / active EE | $1,678 | $2,780-39.7% | $7,107-76.4% | $3,740-55.1% |
| Admin fee / account holder | $92 | $4,426-97.9% | $5,158-98.2% | $5,306-98.3% |