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 9-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 | $105,052 | $76,738+36.9% | $56,411+86.2% | $145,922-28.0% |
| Participation rate | 28.6% | 63.2%-34.6pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 10.86% | 2994.23%-2983.4pp | 1701.33%-1690.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $305 | $1,380-77.9% | $1,039-70.7% | $4,660-93.5% |
| Participant deferral / active EE | $2,774 | $2,623+5.8% | $1,952+42.1% | $6,688-58.5% |
| Admin fee / account holder | $163 | $3,334-95.1% | $2,829-94.2% | $13,397-98.8% |