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 9-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 | $51,876 | $48,046+8.0% | $84,611-38.7% | $72,985-28.9% |
| Participation rate | 34.1% | 57.6%-23.5pp | 68.2%-34.1pp | 69.5%-35.4pp |
| Annual return | 22.64% | 37.38%-14.7pp | 258.74%-236.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $982 | $1,602-38.7% | $2,652-63.0% | $2,440-59.8% |
| Participant deferral / active EE | $2,622 | $2,680-2.2% | $3,899-32.8% | $3,607-27.3% |
| Admin fee / account holder | $250 | $3,395-92.6% | $4,912-94.9% | $5,124-95.1% |