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 | $44,402 | $29,660+49.7% | $56,411-21.3% | $80,856-45.1% |
| Participation rate | 26.2% | 41.6%-15.5pp | 52.5%-26.3pp | 67.6%-41.5pp |
| Annual return | 11.98% | 35.23%-23.2pp | 1701.33%-1689.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $278 | $669-58.5% | $1,039-73.2% | $2,755-89.9% |
| Participant deferral / active EE | $1,196 | $1,226-2.5% | $1,952-38.7% | $4,296-72.2% |
| Admin fee / account holder | $28 | $2,428-98.8% | $2,829-99.0% | $6,918-99.6% |