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 | $18,997 | $111,754-83.0% | $103,333-81.6% | $145,922-87.0% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.0pp |
| Annual return | 12.33% | 24.77%-12.4pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,150 | $4,212-49.0% | $3,868-44.4% | $4,660-53.9% |
| Participant deferral / active EE | $2,804 | $5,619-50.1% | $5,057-44.6% | $6,688-58.1% |
| Admin fee / account holder | $9 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |