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 | $74,847 | $107,334-30.3% | $92,893-19.4% | $152,861-51.0% |
| Participation rate | 56.5% | 79.8%-23.3pp | 76.0%-19.5pp | 82.4%-25.9pp |
| Annual return | 17.75% | 145.58%-127.8pp | 109.41%-91.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,571 | $4,221-62.8% | $3,653-57.0% | $4,762-67.0% |
| Participant deferral / active EE | $2,548 | $4,845-47.4% | $4,236-39.9% | $5,850-56.4% |
| Admin fee / account holder | $262 | $7,079-96.3% | $5,794-95.5% | $11,596-97.7% |