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 | $94,899 | $117,983-19.6% | $101,794-6.8% | $142,382-33.3% |
| Participation rate | 60.9% | 74.2%-13.4pp | 69.2%-8.3pp | 80.1%-19.3pp |
| Annual return | 16.87% | 36.92%-20.0pp | 30.53%-13.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,281 | $2,773-53.8% | $2,289-44.0% | $4,299-70.2% |
| Participant deferral / active EE | $3,401 | $4,714-27.8% | $4,084-16.7% | $6,507-47.7% |
| Admin fee / account holder | $75 | $10,433-99.3% | $8,777-99.1% | $12,624-99.4% |