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 | $119,740 | $109,817+9.0% | $98,442+21.6% | $167,490-28.5% |
| Participation rate | 36.4% | 75.8%-39.5pp | 73.3%-37.0pp | 82.1%-45.7pp |
| Annual return | 17.18% | 1956.69%-1939.5pp | 1492.73%-1475.5pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,333 | $3,224-58.7% | $2,960-55.0% | $4,837-72.4% |
| Participant deferral / active EE | $2,454 | $4,673-47.5% | $4,276-42.6% | $6,341-61.3% |
| Admin fee / account holder | $30 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |