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 | $57,849 | $202,318-71.4% | $172,739-66.5% | $152,861-62.2% |
| Participation rate | 60.9% | 87.1%-26.2pp | 82.6%-21.8pp | 82.4%-21.6pp |
| Annual return | 25.19% | 1029.65%-1004.5pp | 802.84%-777.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,599 | $5,856-55.6% | $5,143-49.5% | $4,762-45.4% |
| Participant deferral / active EE | $4,764 | $5,948-19.9% | $5,198-8.3% | $5,850-18.6% |
| Admin fee / account holder | $159 | $17,109-99.1% | $13,954-98.9% | $11,596-98.6% |