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 | $95,609 | $106,584-10.3% | $101,326-5.6% | $142,382-32.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 81.5%-25.9pp | 80.1%-24.6pp |
| Annual return | 19.57% | 36.93%-17.4pp | 36.82%-17.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,873 | $8,297+43.1% | $7,994+48.5% | $6,507+82.5% |
| Admin fee / account holder | $19 | $11,446-99.8% | $11,185-99.8% | $12,624-99.9% |