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 8-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 | $105,782 | $89,753+17.9% | $107,525-1.6% | $84,808+24.7% |
| Participation rate | 51.9% | 68.1%-16.2pp | 75.1%-23.2pp | 68.3%-16.5pp |
| Annual return | 20.14% | 29.48%-9.3pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,728 | $3,113-12.4% | $3,754-27.3% | $2,631+3.7% |
| Participant deferral / active EE | $4,619 | $4,056+13.9% | $5,116-9.7% | $4,212+9.7% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |