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 5-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 | $41,356 | $109,881-62.4% | $150,045-72.4% | $84,808-51.2% |
| Participation rate | 40.7% | 76.1%-35.3pp | 82.3%-41.6pp | 68.3%-27.6pp |
| Annual return | 15.54% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,557 | $3,561-56.3% | $4,693-66.8% | $2,631-40.8% |
| Participant deferral / active EE | $2,705 | $6,636-59.2% | $7,997-66.2% | $4,212-35.8% |
| Admin fee / account holder | $143 | $8,568-98.3% | $13,435-98.9% | $7,344-98.1% |