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 | $148,587 | $138,065+7.6% | $123,544+20.3% | $135,375+9.8% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | 3.09% | 153.68%-150.6pp | 119.20%-116.1pp | 519.73%-516.6pp |
| Employer contribution / active EE | $2,808 | $5,151-45.5% | $4,628-39.3% | $4,779-41.2% |
| Participant deferral / active EE | $9,859 | $6,799+45.0% | $6,426+53.4% | $5,609+75.8% |
| Admin fee / account holder | $53 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |