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 | $141,270 | $179,726-21.4% | $156,263-9.6% | $142,382-0.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 13.97% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,729 | $5,069-46.2% | $4,333-37.0% | $4,299-36.5% |
| Participant deferral / active EE | $6,349 | $6,956-8.7% | $6,158+3.1% | $6,507-2.4% |
| Admin fee / account holder | $30 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |