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 | $52,180 | $152,587-65.8% | $125,175-58.3% | $152,861-65.9% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 23.75% | 54.84%-31.1pp | 43.79%-20.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,764 | $4,946-64.3% | $3,865-54.4% | $4,762-63.0% |
| Participant deferral / active EE | $2,683 | $5,868-54.3% | $4,937-45.6% | $5,850-54.1% |
| Admin fee / account holder | $79 | $13,434-99.4% | $9,702-99.2% | $11,596-99.3% |