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 | $142,488 | $80,968+76.0% | $96,544+47.6% | $75,163+89.6% |
| Participation rate | 67.6% | 71.8%-4.1pp | 76.0%-8.3pp | 67.2%+0.5pp |
| Annual return | 29.82% | 27.06%+2.8pp | 25.84%+4.0pp | 160.62%-130.8pp |
| Employer contribution / active EE | $1,625 | $2,282-28.8% | $2,965-45.2% | $2,670-39.1% |
| Participant deferral / active EE | $6,499 | $3,928+65.5% | $4,851+34.0% | $4,125+57.6% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |