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 | $129,792 | $117,983+10.0% | $101,794+27.5% | $142,382-8.8% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.2%-0.8pp | 80.1%-11.7pp |
| Annual return | 21.63% | 36.92%-15.3pp | 30.53%-8.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,563 | $2,773+28.5% | $2,289+55.6% | $4,299-17.1% |
| Participant deferral / active EE | $7,149 | $4,714+51.7% | $4,084+75.1% | $6,507+9.9% |
| Admin fee / account holder | $236 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |