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 10-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 | $176,478 | $103,376+70.7% | $87,100+102.6% | $152,861+15.5% |
| Participation rate | 38.1% | 79.3%-41.2pp | 76.9%-38.8pp | 82.4%-44.4pp |
| Annual return | 29.96% | 28.10%+1.9pp | 28.19%+1.8pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,553 | $3,220-51.8% | $2,521-38.4% | $4,762-67.4% |
| Participant deferral / active EE | $3,279 | $4,778-31.4% | $4,049-19.0% | $5,850-43.9% |
| Admin fee / account holder | $9 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |