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 | $217,245 | $227,553-4.5% | $189,557+14.6% | $167,490+29.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 12.21% | 78.40%-66.2pp | 64.17%-52.0pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,686 | $5,316-68.3% | $4,412-61.8% | $4,837-65.2% |
| Participant deferral / active EE | $3,966 | $7,002-43.4% | $6,174-35.8% | $6,341-37.5% |
| Admin fee / account holder | $13 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |