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 7-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 | $242,686 | $214,378+13.2% | $200,582+21.0% | $142,382+70.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 21.39% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,155 | $6,841-39.3% | $6,419-35.3% | $4,299-3.4% |
| Participant deferral / active EE | $11,460 | $9,865+16.2% | $9,331+22.8% | $6,507+76.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |