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 | $238,233 | $133,922+77.9% | $116,228+105.0% | $142,382+67.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 14.09% | 147.76%-133.7pp | 90.06%-76.0pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,167 | $3,446-37.1% | $2,994-27.6% | $4,299-49.6% |
| Participant deferral / active EE | $2,600 | $5,672-54.2% | $4,953-47.5% | $6,507-60.0% |
| Admin fee / account holder | $197 | $14,945-98.7% | $11,989-98.4% | $12,624-98.4% |