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 | $128,479 | $109,327+17.5% | $89,391+43.7% | $158,922-19.2% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 10.45% | 345.68%-335.2pp | 245.62%-235.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $476 | $3,170-85.0% | $2,586-81.6% | $4,761-90.0% |
| Participant deferral / active EE | $7,522 | $4,598+63.6% | $3,890+93.4% | $5,982+25.7% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |