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 | $233,811 | $96,305+142.8% | $80,569+190.2% | $139,434+67.7% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 16.99% | 1350.08%-1333.1pp | 935.43%-918.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,230 | $3,262-62.3% | $2,723-54.8% | $4,751-74.1% |
| Participant deferral / active EE | $12,000 | $5,232+129.4% | $4,447+169.8% | $6,710+78.8% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |