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 | $36,301 | $117,841-69.2% | $102,423-64.6% | $145,922-75.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.47% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,509 | $3,615-30.6% | $3,023-17.0% | $4,660-46.2% |
| Participant deferral / active EE | $3,326 | $5,731-42.0% | $5,053-34.2% | $6,688-50.3% |
| Admin fee / account holder | $161 | $13,326-98.8% | $9,451-98.3% | $13,397-98.8% |