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 | $178,682 | $121,625+46.9% | $104,607+70.8% | $158,922+12.4% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 7.26% | 465.26%-458.0pp | 340.46%-333.2pp | 302.83%-295.6pp |
| Employer contribution / active EE | $588 | $3,163-81.4% | $2,681-78.1% | $4,761-87.7% |
| Participant deferral / active EE | $2,914 | $4,177-30.2% | $3,740-22.1% | $5,982-51.3% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |