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 7-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 | $47,724 | $80,968-41.1% | $96,544-50.6% | $75,163-36.5% |
| Participation rate | 30.8% | 71.8%-41.0pp | 76.0%-45.2pp | 67.2%-36.4pp |
| Annual return | 47.81% | 27.06%+20.8pp | 25.84%+22.0pp | 160.62%-112.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,118 | $3,928-46.1% | $4,851-56.3% | $4,125-48.7% |
| Admin fee / account holder | $180 | $6,724-97.3% | $8,252-97.8% | $5,651-96.8% |