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 | $117,075 | $104,907+11.6% | $84,611+38.4% | $152,861-23.4% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 25.42% | 373.79%-348.4pp | 258.74%-233.3pp | 345.32%-319.9pp |
| Employer contribution / active EE | $886 | $3,302-73.2% | $2,652-66.6% | $4,762-81.4% |
| Participant deferral / active EE | $8,362 | $4,688+78.4% | $3,899+114.5% | $5,850+42.9% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |