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 7-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 | $59,216 | $100,773-41.2% | $88,946-33.4% | $142,382-58.4% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 17.92% | 70.18%-52.3pp | 57.82%-39.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $974 | $2,918-66.6% | $2,555-61.9% | $4,299-77.3% |
| Participant deferral / active EE | $4,786 | $5,230-8.5% | $4,581+4.5% | $6,507-26.5% |
| Admin fee / account holder | $226 | $9,693-97.7% | $8,261-97.3% | $12,624-98.2% |