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 | $65,411 | $209,411-68.8% | $178,490-63.4% | $158,922-58.8% |
| Participation rate | 69.6% | 86.3%-16.8pp | 81.9%-12.4pp | 82.0%-12.4pp |
| Annual return | 15.65% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,383 | $5,706-58.2% | $5,011-52.4% | $4,761-50.0% |
| Participant deferral / active EE | $4,723 | $5,954-20.7% | $5,202-9.2% | $5,982-21.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |