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 | $152,722 | $169,032-9.6% | $129,207+18.2% | $145,922+4.7% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 18.31% | 14330.11%-14311.8pp | 9417.33%-9399.0pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,446 | $5,537-73.9% | $4,153-65.2% | $4,660-69.0% |
| Participant deferral / active EE | $2,916 | $4,987-41.5% | $4,168-30.0% | $6,688-56.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |