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 | $132,983 | $78,926+68.5% | $136,749-2.8% | $84,808+56.8% |
| Participation rate | 33.8% | 62.2%-28.3pp | 72.1%-38.3pp | 68.3%-34.5pp |
| Annual return | 16.16% | 18.17%-2.0pp | 24.33%-8.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,938 | $3,168-38.8% | $4,692-58.7% | $4,212-54.0% |
| Admin fee / account holder | $0 | $6,369-100.0% | $11,386-100.0% | $7,344-100.0% |