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 | $139,279 | $60,022+132.0% | $88,946+56.6% | $84,808+64.2% |
| Participation rate | 8.8% | 57.8%-49.0pp | 68.8%-60.1pp | 68.3%-59.5pp |
| Annual return | 14.31% | 22.43%-8.1pp | 57.82%-43.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $330 | $1,703-80.6% | $2,555-87.1% | $2,631-87.5% |
| Participant deferral / active EE | $997 | $3,114-68.0% | $4,581-78.2% | $4,212-76.3% |
| Admin fee / account holder | $53 | $4,811-98.9% | $8,261-99.4% | $7,344-99.3% |