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 6-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 | $228,238 | $114,381+99.5% | $107,525+112.3% | $142,382+60.3% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.1%-37.6pp | 80.1%-42.6pp |
| Annual return | 16.42% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,124 | $4,015-47.1% | $3,754-43.4% | $4,299-50.6% |
| Participant deferral / active EE | $11,325 | $5,564+103.5% | $5,116+121.4% | $6,507+74.0% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |