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 5-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 | $67,809 | $177,572-61.8% | $154,803-56.2% | $142,382-52.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 39.78% | 65.07%-25.3pp | 58.88%-19.1pp | 217.08%-177.3pp |
| Employer contribution / active EE | $1,566 | $4,810-67.4% | $4,305-63.6% | $4,299-63.6% |
| Participant deferral / active EE | $4,716 | $6,272-24.8% | $5,540-14.9% | $6,507-27.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |