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 | $102,564 | $88,751+15.6% | $81,812+25.4% | $145,922-29.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 16.14% | 1025.40%-1009.3pp | 773.79%-757.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $498 | $3,083-83.8% | $2,912-82.9% | $4,660-89.3% |
| Participant deferral / active EE | $4,154 | $4,643-10.5% | $4,319-3.8% | $6,688-37.9% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |