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 | $108,010 | $109,413-1.3% | $156,263-30.9% | $84,808+27.4% |
| Participation rate | 55.6% | 72.7%-17.1pp | 78.9%-23.4pp | 68.3%-12.8pp |
| Annual return | 16.15% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,067 | $2,907-63.3% | $4,333-75.4% | $2,631-59.5% |
| Participant deferral / active EE | $2,734 | $4,590-40.4% | $6,158-55.6% | $4,212-35.1% |
| Admin fee / account holder | $2 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |