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 6-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 | $80,753 | $154,365-47.7% | $130,231-38.0% | $139,434-42.1% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 21.97% | 30.34%-8.4pp | 38.77%-16.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,825 | $5,170-26.0% | $4,126-7.3% | $4,751-19.5% |
| Participant deferral / active EE | $10,931 | $8,498+28.6% | $6,799+60.8% | $6,710+62.9% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |