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 | $61,435 | $117,381-47.7% | $99,443-38.2% | $152,861-59.8% |
| Participation rate | 21.1% | 77.5%-56.5pp | 73.8%-52.8pp | 82.4%-61.4pp |
| Annual return | 41.55% | 31.87%+9.7pp | 30.72%+10.8pp | 345.32%-303.8pp |
| Employer contribution / active EE | $652 | $3,013-78.4% | $2,540-74.3% | $4,762-86.3% |
| Participant deferral / active EE | $1,000 | $4,086-75.5% | $3,619-72.4% | $5,850-82.9% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |