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 8-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 | $64,020 | $37,426+71.1% | $77,482-17.4% | $79,858-19.8% |
| Participation rate | 10.7% | 41.5%-30.8pp | 54.2%-43.5pp | 69.6%-58.9pp |
| Annual return | 22.08% | 39.70%-17.6pp | 54.79%-32.7pp | 31.71%-9.6pp |
| Employer contribution / active EE | $121 | $637-81.0% | $986-87.8% | $2,471-95.1% |
| Participant deferral / active EE | $1,886 | $1,260+49.7% | $1,861+1.3% | $3,740-49.6% |
| Admin fee / account holder | $208 | $2,504-91.7% | $2,858-92.7% | $5,306-96.1% |