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 | $30,186 | $177,572-83.0% | $154,803-80.5% | $142,382-78.8% |
| Participation rate | 31.6% | 82.1%-50.5pp | 78.1%-46.5pp | 80.1%-48.5pp |
| Annual return | 19.04% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $962 | $4,810-80.0% | $4,305-77.6% | $4,299-77.6% |
| Participant deferral / active EE | $1,792 | $6,272-71.4% | $5,540-67.7% | $6,507-72.5% |
| Admin fee / account holder | $114 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |