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 | $67,023 | $81,900-18.2% | $119,609-44.0% | $68,494-2.1% |
| Participation rate | 51.7% | 71.9%-20.2pp | 79.3%-27.5pp | 67.9%-16.2pp |
| Annual return | -17.25% | -23.82%+6.6pp | -14.97%-2.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,512 | $2,693-43.9% | $4,232-64.3% | $2,596-41.8% |
| Participant deferral / active EE | $2,254 | $4,148-45.7% | $5,602-59.8% | $4,027-44.0% |
| Admin fee / account holder | $60 | $6,582-99.1% | $10,323-99.4% | $5,403-98.9% |