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 | $26,761 | $74,888-64.3% | $71,209-62.4% | $142,382-81.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 17.01% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $526 | $2,854-81.6% | $2,721-80.7% | $4,299-87.8% |
| Participant deferral / active EE | $1,559 | $4,454-65.0% | $4,175-62.7% | $6,507-76.0% |
| Admin fee / account holder | $227 | $5,568-95.9% | $5,349-95.8% | $12,624-98.2% |