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 6-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 | $95,043 | $90,348+5.2% | $75,972+25.1% | $145,922-34.9% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 23.79% | 620.88%-597.1pp | 359.55%-335.8pp | 561.29%-537.5pp |
| Employer contribution / active EE | $1,131 | $3,311-65.8% | $2,685-57.9% | $4,660-75.7% |
| Participant deferral / active EE | $4,109 | $5,162-20.4% | $4,255-3.5% | $6,688-38.6% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |