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 | $131,237 | $74,888+75.2% | $71,209+84.3% | $142,382-7.8% |
| Participation rate | 38.5% | 76.2%-37.8pp | 73.8%-35.3pp | 80.1%-41.7pp |
| Annual return | 37.65% | 345.14%-307.5pp | 282.51%-244.9pp | 217.08%-179.4pp |
| Employer contribution / active EE | $1,148 | $2,854-59.8% | $2,721-57.8% | $4,299-73.3% |
| Participant deferral / active EE | $1,640 | $4,454-63.2% | $4,175-60.7% | $6,507-74.8% |
| Admin fee / account holder | $23 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |