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 6-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 | $215,108 | $158,398+35.8% | $126,539+70.0% | $142,382+51.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 20.02% | 593.76%-573.7pp | 425.95%-405.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,245 | $4,650-51.7% | $3,674-38.9% | $4,299-47.8% |
| Participant deferral / active EE | $2,797 | $4,767-41.3% | $4,083-31.5% | $6,507-57.0% |
| Admin fee / account holder | $30 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |