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 | $43,020 | $99,341-56.7% | $84,750-49.2% | $273,961-84.3% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 4.35% | 22.93%-18.6pp | 22.78%-18.4pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,122 | $4,214-73.4% | $3,574-68.6% | $4,869-77.0% |
| Participant deferral / active EE | $2,375 | $4,269-44.4% | $3,712-36.0% | $5,287-55.1% |
| Admin fee / account holder | $72 | $6,644-98.9% | $5,332-98.6% | $10,132-99.3% |