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 | $49,867 | $57,828-13.8% | $117,039-57.4% | $70,131-28.9% |
| Participation rate | 61.0% | 67.1%-6.1pp | 77.2%-16.2pp | 69.5%-8.6pp |
| Annual return | 12.55% | 17.55%-5.0pp | 18.95%-6.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,058 | $1,816-41.7% | $3,785-72.0% | $2,342-54.8% |
| Participant deferral / active EE | $2,608 | $2,438+7.0% | $3,929-33.6% | $3,332-21.7% |
| Admin fee / account holder | $164 | $3,548-95.4% | $5,974-97.3% | $4,645-96.5% |