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 | $45,635 | $110,257-58.6% | $96,544-52.7% | $139,434-67.3% |
| Participation rate | 28.6% | 78.1%-49.5pp | 76.0%-47.4pp | 80.3%-51.7pp |
| Annual return | 16.76% | 26.32%-9.6pp | 25.84%-9.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $971 | $3,620-73.2% | $2,965-67.2% | $4,751-79.6% |
| Participant deferral / active EE | $3,196 | $5,548-42.4% | $4,851-34.1% | $6,710-52.4% |
| Admin fee / account holder | $152 | $11,591-98.7% | $8,252-98.2% | $11,403-98.7% |