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 | $66,845 | $112,096-40.4% | $95,952-30.3% | $158,922-57.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 19.59% | 171.09%-151.5pp | 91.61%-72.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,390 | $3,198-56.5% | $2,541-45.3% | $4,761-70.8% |
| Participant deferral / active EE | $6,288 | $4,784+31.4% | $4,167+50.9% | $5,982+5.1% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |