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 | $27,200 | $72,277-62.4% | $101,248-73.1% | $79,858-65.9% |
| Participation rate | 55.9% | 68.5%-12.6pp | 75.8%-19.9pp | 69.6%-13.8pp |
| Annual return | 22.36% | 22.30%+0.1pp | 46.47%-24.1pp | 31.71%-9.4pp |
| Employer contribution / active EE | $788 | $2,692-70.7% | $3,660-78.5% | $2,471-68.1% |
| Participant deferral / active EE | $2,229 | $3,282-32.1% | $4,370-49.0% | $3,740-40.4% |
| Admin fee / account holder | $39 | $4,400-99.1% | $5,945-99.3% | $5,306-99.3% |