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 | $153,667 | $157,256-2.3% | $141,162+8.9% | $152,861+0.5% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.4%-27.4pp |
| Annual return | 26.76% | 64.32%-37.6pp | 71.39%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,006 | $5,261-61.9% | $4,735-57.6% | $4,762-57.9% |
| Participant deferral / active EE | $3,913 | $7,109-45.0% | $6,709-41.7% | $5,850-33.1% |
| Admin fee / account holder | $139 | $12,120-98.9% | $10,261-98.6% | $11,596-98.8% |