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 3-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 | $156,293 | $127,065+23.0% | $113,168+38.1% | $142,382+9.8% |
| Participation rate | 22.2% | 79.2%-57.0pp | 76.6%-54.3pp | 80.1%-57.9pp |
| Annual return | 28.17% | 24.03%+4.1pp | 24.27%+3.9pp | 217.08%-188.9pp |
| Employer contribution / active EE | $2,816 | $3,442-18.2% | $2,975-5.4% | $4,299-34.5% |
| Participant deferral / active EE | $7,300 | $5,716+27.7% | $5,107+42.9% | $6,507+12.2% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |