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 | $87,076 | $91,190-4.5% | $178,490-51.2% | $79,858+9.0% |
| Participation rate | 54.1% | 69.2%-15.1pp | 81.9%-27.9pp | 69.6%-15.6pp |
| Annual return | 19.96% | 24.19%-4.2pp | 151.07%-131.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,116 | $3,256-65.7% | $5,011-77.7% | $2,471-54.8% |
| Participant deferral / active EE | $2,519 | $3,236-22.2% | $5,202-51.6% | $3,740-32.6% |
| Admin fee / account holder | $93 | $6,751-98.6% | $13,984-99.3% | $5,306-98.3% |