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 9-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 | $68,881 | $217,402-68.3% | $185,823-62.9% | $167,490-58.9% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 42.31% | 148.36%-106.0pp | 122.05%-79.7pp | 478.56%-436.2pp |
| Employer contribution / active EE | $1,814 | $5,873-69.1% | $5,167-64.9% | $4,837-62.5% |
| Participant deferral / active EE | $7,062 | $6,356+11.1% | $5,568+26.8% | $6,341+11.4% |
| Admin fee / account holder | $170 | $19,811-99.1% | $16,237-99.0% | $12,309-98.6% |