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 8-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 | $61,692 | $165,335-62.7% | $149,696-58.8% | $158,922-61.2% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 34.62% | 348.15%-313.5pp | 276.60%-242.0pp | 302.83%-268.2pp |
| Employer contribution / active EE | $4,708 | $5,103-7.7% | $4,644+1.4% | $4,761-1.1% |
| Participant deferral / active EE | $8,022 | $7,181+11.7% | $6,842+17.2% | $5,982+34.1% |
| Admin fee / account holder | $203 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |