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 9-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 | $42,634 | $116,175-63.3% | $93,606-54.5% | $152,861-72.1% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 17.51% | 35.96%-18.5pp | 32.76%-15.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,754 | $3,218-45.5% | $2,718-35.5% | $4,762-63.2% |
| Participant deferral / active EE | $5,890 | $4,603+28.0% | $4,069+44.8% | $5,850+0.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |