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 | $21,649 | $34,308-36.9% | $74,701-71.0% | $72,985-70.3% |
| Participation rate | 51.9% | 42.4%+9.5pp | 54.5%-2.6pp | 69.5%-17.6pp |
| Annual return | 19.49% | 26.58%-7.1pp | 752.92%-733.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $571 | $692-17.5% | $1,084-47.3% | $2,440-76.6% |
| Participant deferral / active EE | $1,458 | $1,271+14.7% | $1,964-25.8% | $3,607-59.6% |
| Admin fee / account holder | $162 | $2,124-92.4% | $3,333-95.1% | $5,124-96.8% |