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 | $104,382 | $118,680-12.0% | $98,907+5.5% | $158,922-34.3% |
| Participation rate | 38.5% | 77.8%-39.4pp | 76.0%-37.6pp | 82.0%-43.5pp |
| Annual return | 15.60% | 372.35%-356.7pp | 196.43%-180.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,280 | $3,333-61.6% | $2,689-52.4% | $4,761-73.1% |
| Participant deferral / active EE | $2,690 | $5,088-47.1% | $4,244-36.6% | $5,982-55.0% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |