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 | $40,149 | $100,773-60.2% | $88,946-54.9% | $142,382-71.8% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.8%-23.4pp | 80.1%-34.7pp |
| Annual return | 23.36% | 70.18%-46.8pp | 57.82%-34.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,481 | $2,918-15.0% | $2,555-2.9% | $4,299-42.3% |
| Participant deferral / active EE | $3,903 | $5,230-25.4% | $4,581-14.8% | $6,507-40.0% |
| Admin fee / account holder | $77 | $9,693-99.2% | $8,261-99.1% | $12,624-99.4% |