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 | $11,750 | $48,230-75.6% | $67,502-82.6% | $80,856-85.5% |
| Participation rate | 66.7% | 66.4%+0.3pp | 72.9%-6.2pp | 67.6%-1.0pp |
| Annual return | 22.12% | 18.28%+3.8pp | 3512.12%-3490.0pp | 35.59%-13.5pp |
| Employer contribution / active EE | $1,104 | $2,020-45.3% | $2,731-59.6% | $2,755-59.9% |
| Participant deferral / active EE | $1,330 | $2,924-54.5% | $4,000-66.8% | $4,296-69.0% |
| Admin fee / account holder | $218 | $3,681-94.1% | $3,998-94.5% | $6,918-96.8% |