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 7-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 | $44,903 | $114,381-60.7% | $107,525-58.2% | $142,382-68.5% |
| Participation rate | 64.3% | 78.1%-13.9pp | 75.1%-10.8pp | 80.1%-15.8pp |
| Annual return | 20.24% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,018 | $4,015-24.8% | $3,754-19.6% | $4,299-29.8% |
| Participant deferral / active EE | $3,421 | $5,564-38.5% | $5,116-33.1% | $6,507-47.4% |
| Admin fee / account holder | $26 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |