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 | $236,009 | $74,888+215.1% | $71,209+231.4% | $142,382+65.8% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.1%-25.6pp |
| Annual return | 13.39% | 345.14%-331.8pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,385 | $2,854-16.4% | $2,721-12.4% | $4,299-44.5% |
| Participant deferral / active EE | $7,777 | $4,454+74.6% | $4,175+86.3% | $6,507+19.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |