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 | $45,987 | $100,773-54.4% | $88,946-48.3% | $142,382-67.7% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.8%-5.2pp | 80.1%-16.5pp |
| Annual return | 21.33% | 70.18%-48.9pp | 57.82%-36.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,201 | $2,918-58.8% | $2,555-53.0% | $4,299-72.1% |
| Participant deferral / active EE | $7,597 | $5,230+45.3% | $4,581+65.8% | $6,507+16.8% |
| Admin fee / account holder | $208 | $9,693-97.8% | $8,261-97.5% | $12,624-98.3% |