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 | $53,084 | $51,175+3.7% | $70,515-24.7% | $75,163-29.4% |
| Participation rate | 40.0% | 60.9%-20.9pp | 68.3%-28.3pp | 67.2%-27.2pp |
| Annual return | 15.36% | 30.02%-14.7pp | 32.77%-17.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $846 | $1,826-53.7% | $2,973-71.5% | $2,670-68.3% |
| Participant deferral / active EE | $2,783 | $2,849-2.3% | $4,567-39.1% | $4,125-32.5% |
| Admin fee / account holder | $106 | $4,091-97.4% | $6,412-98.4% | $5,651-98.1% |