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 | $101,777 | $91,190+11.6% | $178,490-43.0% | $79,858+27.4% |
| Participation rate | 51.3% | 69.2%-17.9pp | 81.9%-30.6pp | 69.6%-18.4pp |
| Annual return | 11.47% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,136 | $3,236-34.0% | $5,202-58.9% | $3,740-42.9% |
| Admin fee / account holder | $220 | $6,751-96.7% | $13,984-98.4% | $5,306-95.9% |