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 | $86,494 | $148,534-41.8% | $135,903-36.4% | $139,434-38.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.04% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,530 | $5,243-51.8% | $4,856-47.9% | $4,751-46.8% |
| Participant deferral / active EE | $5,352 | $8,100-33.9% | $7,758-31.0% | $6,710-20.2% |
| Admin fee / account holder | $17 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |