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 | $117,150 | $104,907+11.7% | $84,611+38.5% | $152,861-23.4% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.4%-42.4pp |
| Annual return | 25.89% | 373.79%-347.9pp | 258.74%-232.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,425 | $3,302-56.8% | $2,652-46.3% | $4,762-70.1% |
| Participant deferral / active EE | $4,372 | $4,688-6.7% | $3,899+12.1% | $5,850-25.3% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |