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 | $118,707 | $61,605+92.7% | $112,229+5.8% | $75,163+57.9% |
| Participation rate | 33.3% | 61.7%-28.3pp | 72.4%-39.1pp | 67.2%-33.9pp |
| Annual return | 19.59% | 28.47%-8.9pp | 30.20%-10.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $582 | $2,015-71.1% | $3,430-83.0% | $2,670-78.2% |
| Participant deferral / active EE | $1,708 | $3,108-45.0% | $4,798-64.4% | $4,125-58.6% |
| Admin fee / account holder | $246 | $4,862-94.9% | $7,748-96.8% | $5,651-95.6% |