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 | $151,351 | $162,781-7.0% | $133,956+13.0% | $158,922-4.8% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 14.99% | 41.94%-27.0pp | 45.09%-30.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,758 | $4,975-64.7% | $3,919-55.1% | $4,761-63.1% |
| Participant deferral / active EE | $2,472 | $5,911-58.2% | $5,048-51.0% | $5,982-58.7% |
| Admin fee / account holder | $53 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |