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 3-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 | $39,171 | $179,726-78.2% | $156,263-74.9% | $142,382-72.5% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.9%-41.4pp | 80.1%-42.6pp |
| Annual return | 24.18% | 77.86%-53.7pp | 59.47%-35.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,756 | $5,069-65.4% | $4,333-59.5% | $4,299-59.1% |
| Participant deferral / active EE | $4,294 | $6,956-38.3% | $6,158-30.3% | $6,507-34.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |