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 | $174,273 | $99,032+76.0% | $80,019+117.8% | $135,375+28.7% |
| Participation rate | 22.2% | 78.4%-56.1pp | 75.8%-53.6pp | 82.6%-60.4pp |
| Annual return | -6.54% | 15.39%-21.9pp | 11.22%-17.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $809 | $3,043-73.4% | $2,468-67.2% | $4,779-83.1% |
| Participant deferral / active EE | $3,031 | $4,282-29.2% | $3,686-17.8% | $5,609-46.0% |
| Admin fee / account holder | $108 | $10,436-99.0% | $6,521-98.4% | $10,827-99.0% |