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 | $110,980 | $99,020+12.1% | $86,590+28.2% | $147,584-24.8% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 29.28% | 1312.34%-1283.1pp | 964.84%-935.6pp | 578.55%-549.3pp |
| Employer contribution / active EE | $1,055 | $3,132-66.3% | $2,839-62.9% | $4,876-78.4% |
| Participant deferral / active EE | $2,255 | $3,972-43.2% | $3,609-37.5% | $5,439-58.5% |
| Admin fee / account holder | $25 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |