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 | $224,463 | $127,386+76.2% | $115,037+95.1% | $125,391+79.0% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -3.25% | 31.28%-34.5pp | 26.14%-29.4pp | 282.22%-285.5pp |
| Employer contribution / active EE | $2,830 | $5,166-45.2% | $4,608-38.6% | $4,866-41.8% |
| Participant deferral / active EE | $5,919 | $6,423-7.8% | $6,026-1.8% | $5,352+10.6% |
| Admin fee / account holder | $14 | $9,516-99.8% | $8,175-99.8% | $9,540-99.9% |