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 | $23,912 | $58,523-59.1% | $99,443-76.0% | $72,985-67.2% |
| Participation rate | 64.3% | 64.6%-0.3pp | 73.8%-9.5pp | 69.5%-5.2pp |
| Annual return | 23.75% | 28.51%-4.8pp | 30.72%-7.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,161 | $1,512-23.2% | $2,540-54.3% | $2,440-52.4% |
| Participant deferral / active EE | $2,712 | $2,606+4.1% | $3,619-25.0% | $3,607-24.8% |
| Admin fee / account holder | $210 | $4,102-94.9% | $6,250-96.6% | $5,124-95.9% |