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 8-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 | $88,814 | $108,172-17.9% | $77,482+14.6% | $158,922-44.1% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 26.21% | 31.67%-5.5pp | 54.79%-28.6pp | 302.83%-276.6pp |
| Employer contribution / active EE | $291 | $1,325-78.1% | $986-70.6% | $4,761-93.9% |
| Participant deferral / active EE | $6,500 | $2,456+164.6% | $1,861+249.2% | $5,982+8.7% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |