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 | $60,129 | $57,016+5.5% | $84,966-29.2% | $80,856-25.6% |
| Participation rate | 51.9% | 56.3%-4.4pp | 67.5%-15.6pp | 67.6%-15.7pp |
| Annual return | 15.72% | 21.66%-5.9pp | 66.38%-50.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,935 | $1,798+7.6% | $2,727-29.0% | $2,755-29.8% |
| Participant deferral / active EE | $3,837 | $3,110+23.4% | $4,519-15.1% | $4,296-10.7% |
| Admin fee / account holder | $104 | $4,980-97.9% | $6,149-98.3% | $6,918-98.5% |