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 | $126,722 | $109,327+15.9% | $89,391+41.8% | $158,922-20.3% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.0%-26.3pp | 82.0%-40.3pp |
| Annual return | 20.55% | 345.68%-325.1pp | 245.62%-225.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,724 | $3,170-45.6% | $2,586-33.3% | $4,761-63.8% |
| Participant deferral / active EE | $4,003 | $4,598-13.0% | $3,890+2.9% | $5,982-33.1% |
| Admin fee / account holder | $19 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |