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 | $154,252 | $109,982+40.3% | $97,226+58.7% | $145,922+5.7% |
| Participation rate | 37.5% | 75.9%-38.4pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | 8.38% | 242.90%-234.5pp | 75.13%-66.8pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,361 | $3,084-55.9% | $2,729-50.1% | $4,660-70.8% |
| Participant deferral / active EE | $4,412 | $4,676-5.6% | $4,264+3.5% | $6,688-34.0% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |