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 | $72,012 | $91,190-21.0% | $178,490-59.7% | $79,858-9.8% |
| Participation rate | 40.0% | 69.2%-29.2pp | 81.9%-41.9pp | 69.6%-29.6pp |
| Annual return | 17.16% | 24.19%-7.0pp | 151.07%-133.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $664 | $3,256-79.6% | $5,011-86.7% | $2,471-73.1% |
| Participant deferral / active EE | $2,638 | $3,236-18.5% | $5,202-49.3% | $3,740-29.5% |
| Admin fee / account holder | $51 | $6,751-99.3% | $13,984-99.6% | $5,306-99.0% |