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 | $57,052 | $94,338-39.5% | $100,534-43.3% | $142,382-59.9% |
| Participation rate | 44.4% | 81.7%-37.3pp | 80.6%-36.2pp | 80.1%-35.7pp |
| Annual return | 17.98% | 29.20%-11.2pp | 32.66%-14.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,357 | $4,237-68.0% | $4,346-68.8% | $4,299-68.4% |
| Participant deferral / active EE | $3,459 | $5,934-41.7% | $6,144-43.7% | $6,507-46.8% |
| Admin fee / account holder | $204 | $8,421-97.6% | $7,654-97.3% | $12,624-98.4% |