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 5-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 | $81,374 | $126,574-35.7% | $106,213-23.4% | $145,922-44.2% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-46.9pp |
| Annual return | 10.64% | 224.79%-214.1pp | 116.14%-105.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,836 | $3,730-50.8% | $3,171-42.1% | $4,660-60.6% |
| Participant deferral / active EE | $7,473 | $5,724+30.6% | $5,016+49.0% | $6,688+11.7% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |