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 | $72,532 | $50,958+42.3% | $74,550-2.7% | $64,186+13.0% |
| Participation rate | 60.7% | 61.1%-0.3pp | 69.1%-8.4pp | 69.6%-8.9pp |
| Annual return | 0.90% | -1.86%+2.8pp | 32.53%-31.6pp | 7.63%-6.7pp |
| Employer contribution / active EE | $752 | $1,115-32.6% | $1,961-61.7% | $2,381-68.4% |
| Participant deferral / active EE | $2,056 | $2,301-10.7% | $3,108-33.9% | $3,470-40.7% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |