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 | $86,127 | $198,466-56.6% | $170,442-49.5% | $147,584-41.6% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 19.59% | 257.29%-237.7pp | 205.93%-186.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,802 | $6,184-70.9% | $5,433-66.8% | $4,876-63.0% |
| Participant deferral / active EE | $4,506 | $5,629-20.0% | $4,939-8.8% | $5,439-17.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |