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 8-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 | $30,172 | $202,432-85.1% | $169,368-82.2% | $139,434-78.4% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 23.24% | 531.74%-508.5pp | 405.60%-382.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,280 | $4,692-72.7% | $4,013-68.1% | $4,751-73.0% |
| Participant deferral / active EE | $3,985 | $6,938-42.6% | $6,221-35.9% | $6,710-40.6% |
| Admin fee / account holder | $28 | $10,708-99.7% | $9,003-99.7% | $11,403-99.8% |