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 8-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 | $50,710 | $157,256-67.8% | $141,162-64.1% | $152,861-66.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 18.03% | 64.32%-46.3pp | 71.39%-53.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,124 | $5,261-59.6% | $4,735-55.1% | $4,762-55.4% |
| Participant deferral / active EE | $3,356 | $7,109-52.8% | $6,709-50.0% | $5,850-42.6% |
| Admin fee / account holder | $179 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |