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 9-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 | $59,926 | $165,335-63.8% | $149,696-60.0% | $158,922-62.3% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 19.24% | 348.15%-328.9pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,064 | $5,103-59.5% | $4,644-55.5% | $4,761-56.6% |
| Participant deferral / active EE | $2,424 | $7,181-66.2% | $6,842-64.6% | $5,982-59.5% |
| Admin fee / account holder | $291 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |