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 | $134,222 | $88,751+51.2% | $81,812+64.1% | $145,922-8.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 18.01% | 1025.40%-1007.4pp | 773.79%-755.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,512 | $3,083-51.0% | $2,912-48.1% | $4,660-67.6% |
| Participant deferral / active EE | $6,853 | $4,643+47.6% | $4,319+58.7% | $6,688+2.5% |
| Admin fee / account holder | $24 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |