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 | $86,860 | $109,413-20.6% | $156,263-44.4% | $84,808+2.4% |
| Participation rate | 54.4% | 72.7%-18.3pp | 78.9%-24.5pp | 68.3%-13.9pp |
| Annual return | 20.11% | 20.18%-0.1pp | 59.47%-39.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,036 | $2,907-30.0% | $4,333-53.0% | $2,631-22.6% |
| Participant deferral / active EE | $3,534 | $4,590-23.0% | $6,158-42.6% | $4,212-16.1% |
| Admin fee / account holder | $146 | $9,357-98.4% | $14,255-99.0% | $7,344-98.0% |