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 4-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 | $87,279 | $106,584-18.1% | $101,326-13.9% | $142,382-38.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 22.05% | 36.93%-14.9pp | 36.82%-14.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,691 | $3,956-32.0% | $3,665-26.6% | $4,299-37.4% |
| Participant deferral / active EE | $4,774 | $8,297-42.5% | $7,994-40.3% | $6,507-26.6% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |