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 | $128,840 | $159,602-19.3% | $150,045-14.1% | $142,382-9.5% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.3%-17.6pp | 80.1%-15.4pp |
| Annual return | 19.24% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,400 | $4,961-51.6% | $4,693-48.9% | $4,299-44.2% |
| Participant deferral / active EE | $5,338 | $8,310-35.8% | $7,997-33.2% | $6,507-18.0% |
| Admin fee / account holder | $185 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |