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 | $83,256 | $48,570+71.4% | $130,648-36.3% | $72,985+14.1% |
| Participation rate | 61.3% | 58.6%+2.7pp | 71.7%-10.5pp | 69.5%-8.2pp |
| Annual return | 26.38% | 38.63%-12.2pp | 1708.96%-1682.6pp | 81.00%-54.6pp |
| Employer contribution / active EE | $847 | $1,334-36.5% | $4,092-79.3% | $2,440-65.3% |
| Participant deferral / active EE | $2,597 | $2,384+9.0% | $3,603-27.9% | $3,607-28.0% |
| Admin fee / account holder | $213 | $3,549-94.0% | $5,464-96.1% | $5,124-95.8% |