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 | $199,301 | $177,572+12.2% | $154,803+28.7% | $142,382+40.0% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.1%-13.8pp | 80.1%-15.8pp |
| Annual return | 12.72% | 65.07%-52.3pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,818 | $4,810-20.6% | $4,305-11.3% | $4,299-11.2% |
| Participant deferral / active EE | $2,775 | $6,272-55.8% | $5,540-49.9% | $6,507-57.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |