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 | $77,871 | $105,931-26.5% | $81,930-5.0% | $158,922-51.0% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 20.65% | 38.17%-17.5pp | 29.49%-8.8pp | 302.83%-282.2pp |
| Employer contribution / active EE | $6,660 | $7,800-14.6% | $4,310+54.5% | $4,761+39.9% |
| Participant deferral / active EE | $9,340 | $13,003-28.2% | $7,107+31.4% | $5,982+56.1% |
| Admin fee / account holder | $20 | $8,489-99.8% | $5,158-99.6% | $11,246-99.8% |