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 | $217,582 | $111,724+94.7% | $93,606+132.4% | $145,922+49.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 18.52% | 202.98%-184.5pp | 133.20%-114.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,642 | $3,090+17.9% | $2,420+50.5% | $4,660-21.8% |
| Participant deferral / active EE | $4,973 | $4,912+1.2% | $4,411+12.7% | $6,688-25.6% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |