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 | $109,229 | $73,933+47.7% | $96,683+13.0% | $75,163+45.3% |
| Participation rate | 32.1% | 66.4%-34.3pp | 74.3%-42.2pp | 67.2%-35.0pp |
| Annual return | 19.13% | 26.70%-7.6pp | 35.69%-16.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,208 | $2,928-58.7% | $3,737-67.7% | $2,670-54.7% |
| Participant deferral / active EE | $2,585 | $3,659-29.4% | $4,878-47.0% | $4,125-37.3% |
| Admin fee / account holder | $21 | $5,216-99.6% | $6,730-99.7% | $5,651-99.6% |