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 | $207,577 | $65,365+217.6% | $92,893+123.5% | $72,985+184.4% |
| Participation rate | 27.6% | 68.3%-40.7pp | 76.0%-48.4pp | 69.5%-41.9pp |
| Annual return | 19.51% | 42.10%-22.6pp | 109.41%-89.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $701 | $2,594-73.0% | $3,653-80.8% | $2,440-71.3% |
| Participant deferral / active EE | $1,967 | $3,128-37.1% | $4,236-53.6% | $3,607-45.5% |
| Admin fee / account holder | $9 | $4,251-99.8% | $5,794-99.8% | $5,124-99.8% |