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 9-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 | $19,002 | $71,809-73.5% | $61,048-68.9% | $152,861-87.6% |
| Participation rate | 57.1% | 84.2%-27.0pp | 79.3%-22.2pp | 82.4%-25.3pp |
| Annual return | 27.99% | 29.74%-1.7pp | 26.18%+1.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,632 | $4,545-64.1% | $3,716-56.1% | $4,762-65.7% |
| Participant deferral / active EE | $1,860 | $5,467-66.0% | $4,470-58.4% | $5,850-68.2% |
| Admin fee / account holder | $25 | $4,750-99.5% | $3,728-99.3% | $11,596-99.8% |