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 7-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 | $86,986 | $163,101-46.7% | $136,749-36.4% | $142,382-38.9% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 17.65% | 27.54%-9.9pp | 24.33%-6.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,716 | $4,117-58.3% | $3,400-49.5% | $4,299-60.1% |
| Participant deferral / active EE | $1,802 | $5,585-67.7% | $4,692-61.6% | $6,507-72.3% |
| Admin fee / account holder | $125 | $14,318-99.1% | $11,386-98.9% | $12,624-99.0% |