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 | $37,936 | $103,376-63.3% | $87,100-56.4% | $152,861-75.2% |
| Participation rate | 56.3% | 79.3%-23.1pp | 76.9%-20.6pp | 82.4%-26.2pp |
| Annual return | 38.32% | 28.10%+10.2pp | 28.19%+10.1pp | 345.32%-307.0pp |
| Employer contribution / active EE | $3,467 | $3,220+7.7% | $2,521+37.5% | $4,762-27.2% |
| Participant deferral / active EE | $8,904 | $4,778+86.4% | $4,049+119.9% | $5,850+52.2% |
| Admin fee / account holder | $197 | $12,205-98.4% | $7,497-97.4% | $11,596-98.3% |