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 3-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 | $47,322 | $202,432-76.6% | $169,368-72.1% | $139,434-66.1% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 15.52% | 531.74%-516.2pp | 405.60%-390.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $655 | $4,692-86.0% | $4,013-83.7% | $4,751-86.2% |
| Participant deferral / active EE | $7,797 | $6,938+12.4% | $6,221+25.3% | $6,710+16.2% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |