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 | $71,639 | $89,753-20.2% | $107,525-33.4% | $84,808-15.5% |
| Participation rate | 46.2% | 68.1%-21.9pp | 75.1%-28.9pp | 68.3%-22.2pp |
| Annual return | 21.11% | 29.48%-8.4pp | 181.32%-160.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,850 | $3,113-40.6% | $3,754-50.7% | $2,631-29.7% |
| Participant deferral / active EE | $3,678 | $4,056-9.3% | $5,116-28.1% | $4,212-12.7% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |