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 | $52,367 | $112,881-53.6% | $90,951-42.4% | $158,922-67.0% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 29.58% | 215.79%-186.2pp | 134.60%-105.0pp | 302.83%-273.2pp |
| Employer contribution / active EE | $735 | $2,893-74.6% | $2,122-65.4% | $4,761-84.6% |
| Participant deferral / active EE | $8,431 | $4,128+104.3% | $3,373+150.0% | $5,982+40.9% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |