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 3-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 | $68,952 | $114,381-39.7% | $107,525-35.9% | $142,382-51.6% |
| Participation rate | 20.8% | 78.1%-57.3pp | 75.1%-54.2pp | 80.1%-59.3pp |
| Annual return | 18.38% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,786 | $4,015-55.5% | $3,754-52.4% | $4,299-58.5% |
| Participant deferral / active EE | $3,124 | $5,564-43.9% | $5,116-38.9% | $6,507-52.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |