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 | $22,141 | $48,046-53.9% | $84,611-73.8% | $72,985-69.7% |
| Participation rate | 37.0% | 57.6%-20.5pp | 68.2%-31.2pp | 69.5%-32.4pp |
| Annual return | 39.06% | 37.38%+1.7pp | 258.74%-219.7pp | 81.00%-41.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,661 | $2,680-0.7% | $3,899-31.8% | $3,607-26.2% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |