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 | $84,564 | $175,202-51.7% | $149,673-43.5% | $139,434-39.4% |
| Participation rate | 52.4% | 83.4%-31.0pp | 78.8%-26.4pp | 80.3%-27.9pp |
| Annual return | 19.92% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,565 | $5,474-71.4% | $4,818-67.5% | $4,751-67.1% |
| Participant deferral / active EE | $3,937 | $6,519-39.6% | $5,680-30.7% | $6,710-41.3% |
| Admin fee / account holder | $1 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |