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 5-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 | $39,615 | $148,534-73.3% | $135,903-70.9% | $139,434-71.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 153.50% | 79.19%+74.3pp | 68.23%+85.3pp | 372.94%-219.4pp |
| Employer contribution / active EE | $1,591 | $5,243-69.7% | $4,856-67.2% | $4,751-66.5% |
| Participant deferral / active EE | $6,380 | $8,100-21.2% | $7,758-17.8% | $6,710-4.9% |
| Admin fee / account holder | $190 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |