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 | $19,808 | $64,480-69.3% | $81,382-75.7% | $80,856-75.5% |
| Participation rate | 47.5% | 63.9%-16.4pp | 69.5%-22.0pp | 67.6%-20.1pp |
| Annual return | 23.57% | 16.34%+7.2pp | 24.73%-1.2pp | 35.59%-12.0pp |
| Employer contribution / active EE | $1,490 | $1,978-24.7% | $2,463-39.5% | $2,755-45.9% |
| Participant deferral / active EE | $2,600 | $3,094-16.0% | $3,883-33.0% | $4,296-39.5% |
| Admin fee / account holder | $95 | $5,671-98.3% | $5,768-98.4% | $6,918-98.6% |