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 | $40,020 | $103,376-61.3% | $87,100-54.1% | $152,861-73.8% |
| Participation rate | 56.5% | 79.3%-22.8pp | 76.9%-20.3pp | 82.4%-25.9pp |
| Annual return | 22.19% | 28.10%-5.9pp | 28.19%-6.0pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,045 | $3,220-67.5% | $2,521-58.5% | $4,762-78.1% |
| Participant deferral / active EE | $2,165 | $4,778-54.7% | $4,049-46.5% | $5,850-63.0% |
| Admin fee / account holder | $16 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |