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 | $136,440 | $152,587-10.6% | $125,175+9.0% | $152,861-10.7% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 16.26% | 54.84%-38.6pp | 43.79%-27.5pp | 345.32%-329.1pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,349 | $5,868-42.9% | $4,937-32.2% | $5,850-42.8% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |