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 | $142,911 | $86,929+64.4% | $102,423+39.5% | $80,856+76.7% |
| Participation rate | 63.8% | 72.4%-8.5pp | 76.5%-12.7pp | 67.6%-3.8pp |
| Annual return | 16.07% | 18.88%-2.8pp | 29.32%-13.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,579 | $2,369-33.3% | $3,023-47.8% | $2,755-42.7% |
| Participant deferral / active EE | $6,317 | $4,118+53.4% | $5,053+25.0% | $4,296+47.1% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |