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 | $50,400 | $48,046+4.9% | $84,611-40.4% | $72,985-30.9% |
| Participation rate | 38.6% | 57.6%-19.0pp | 68.2%-29.6pp | 69.5%-30.9pp |
| Annual return | 22.01% | 37.38%-15.4pp | 258.74%-236.7pp | 81.00%-59.0pp |
| Employer contribution / active EE | $823 | $1,602-48.6% | $2,652-69.0% | $2,440-66.3% |
| Participant deferral / active EE | $1,685 | $2,680-37.1% | $3,899-56.8% | $3,607-53.3% |
| Admin fee / account holder | $116 | $3,395-96.6% | $4,912-97.6% | $5,124-97.7% |