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 | $110,827 | $102,616+8.0% | $81,983+35.2% | $158,922-30.3% |
| Participation rate | 45.5% | 75.5%-30.1pp | 69.2%-23.8pp | 82.0%-36.5pp |
| Annual return | 25.96% | 61.04%-35.1pp | 41.31%-15.3pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,499 | $3,240-53.7% | $2,498-40.0% | $4,761-68.5% |
| Participant deferral / active EE | $3,646 | $4,648-21.6% | $3,722-2.0% | $5,982-39.1% |
| Admin fee / account holder | $8 | $8,235-99.9% | $5,664-99.9% | $11,246-99.9% |