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 7-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 | $31,372 | $80,717-61.1% | $154,803-79.7% | $84,808-63.0% |
| Participation rate | 54.0% | 66.8%-12.8pp | 78.1%-24.1pp | 68.3%-14.3pp |
| Annual return | 33.30% | 37.96%-4.7pp | 58.88%-25.6pp | 40.90%-7.6pp |
| Employer contribution / active EE | $1,113 | $2,761-59.7% | $4,305-74.2% | $2,631-57.7% |
| Participant deferral / active EE | $2,827 | $3,303-14.4% | $5,540-49.0% | $4,212-32.9% |
| Admin fee / account holder | $204 | $6,746-97.0% | $14,329-98.6% | $7,344-97.2% |