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 | $24,658 | $63,346-61.1% | $92,233-73.3% | $70,131-64.8% |
| Participation rate | 66.0% | 68.7%-2.7pp | 76.5%-10.5pp | 69.5%-3.5pp |
| Annual return | 20.81% | 530.12%-509.3pp | 176.28%-155.5pp | 73.14%-52.3pp |
| Employer contribution / active EE | $2,167 | $2,471-12.3% | $3,679-41.1% | $2,342-7.5% |
| Participant deferral / active EE | $3,325 | $2,854+16.5% | $3,897-14.7% | $3,332-0.2% |
| Admin fee / account holder | $149 | $3,840-96.1% | $5,194-97.1% | $4,645-96.8% |