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 | $29,045 | $66,764-56.5% | $88,497-67.2% | $62,891-53.8% |
| Participation rate | 27.0% | 77.3%-50.2pp | 82.4%-55.4pp | 69.3%-42.3pp |
| Annual return | 13.28% | 10.37%+2.9pp | 7.63%+5.7pp | 20.14%-6.9pp |
| Employer contribution / active EE | $1,025 | $3,077-66.7% | $4,036-74.6% | $2,281-55.1% |
| Participant deferral / active EE | $2,742 | $3,976-31.0% | $4,899-44.0% | $3,203-14.4% |
| Admin fee / account holder | $0 | $4,668-100.0% | $6,220-100.0% | $4,296-100.0% |