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 | $65,775 | $74,927-12.2% | $101,794-35.4% | $84,808-22.4% |
| Participation rate | 60.5% | 61.4%-0.9pp | 69.2%-8.7pp | 68.3%-7.8pp |
| Annual return | 16.70% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $518 | $1,522-65.9% | $2,289-77.4% | $2,631-80.3% |
| Participant deferral / active EE | $2,627 | $3,099-15.2% | $4,084-35.7% | $4,212-37.6% |
| Admin fee / account holder | $151 | $6,514-97.7% | $8,777-98.3% | $7,344-97.9% |