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 | $203,467 | $127,264+59.9% | $109,895+85.1% | $167,490+21.5% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.2%-49.2pp | 82.1%-57.1pp |
| Annual return | 16.31% | 22.97%-6.7pp | 29.45%-13.1pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,933 | $3,322-41.8% | $2,842-32.0% | $4,837-60.0% |
| Participant deferral / active EE | $4,333 | $4,514-4.0% | $4,048+7.1% | $6,341-31.7% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |