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 | $158,308 | $159,602-0.8% | $150,045+5.5% | $142,382+11.2% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.3%-55.0pp | 80.1%-52.8pp |
| Annual return | 20.82% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,132 | $4,961-77.2% | $4,693-75.9% | $4,299-73.7% |
| Participant deferral / active EE | $5,114 | $8,310-38.5% | $7,997-36.0% | $6,507-21.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |