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 | $25,410 | $93,571-72.8% | $135,903-81.3% | $75,163-66.2% |
| Participation rate | 45.7% | 75.2%-29.5pp | 81.9%-36.2pp | 67.2%-21.5pp |
| Annual return | 55.31% | 30.90%+24.4pp | 68.23%-12.9pp | 160.62%-105.3pp |
| Employer contribution / active EE | $2,010 | $3,537-43.2% | $4,856-58.6% | $2,670-24.7% |
| Participant deferral / active EE | $4,678 | $6,404-27.0% | $7,758-39.7% | $4,125+13.4% |
| Admin fee / account holder | $88 | $6,975-98.7% | $10,762-99.2% | $5,651-98.4% |