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 6-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 | $87,477 | $159,901-45.3% | $146,958-40.5% | $145,922-40.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.58% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,626 | $5,286-69.2% | $4,933-67.0% | $4,660-65.1% |
| Participant deferral / active EE | $4,838 | $8,428-42.6% | $8,070-40.0% | $6,688-27.7% |
| Admin fee / account holder | $286 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |