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 | $154,309 | $162,781-5.2% | $133,956+15.2% | $158,922-2.9% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 16.07% | 41.94%-25.9pp | 45.09%-29.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,440 | $4,975-71.1% | $3,919-63.3% | $4,761-69.8% |
| Participant deferral / active EE | $2,605 | $5,911-55.9% | $5,048-48.4% | $5,982-56.5% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |