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 | $90,551 | $80,717+12.2% | $154,803-41.5% | $84,808+6.8% |
| Participation rate | 25.0% | 66.8%-41.8pp | 78.1%-53.1pp | 68.3%-43.3pp |
| Annual return | 23.36% | 37.96%-14.6pp | 58.88%-35.5pp | 40.90%-17.5pp |
| Employer contribution / active EE | $1,650 | $2,761-40.3% | $4,305-61.7% | $2,631-37.3% |
| Participant deferral / active EE | $1,939 | $3,303-41.3% | $5,540-65.0% | $4,212-53.9% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |