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 | $59,158 | $202,432-70.8% | $169,368-65.1% | $139,434-57.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 29.39% | 531.74%-502.4pp | 405.60%-376.2pp | 372.94%-343.6pp |
| Employer contribution / active EE | $5,710 | $4,692+21.7% | $4,013+42.3% | $4,751+20.2% |
| Participant deferral / active EE | $8,844 | $6,938+27.5% | $6,221+42.1% | $6,710+31.8% |
| Admin fee / account holder | $156 | $10,708-98.5% | $9,003-98.3% | $11,403-98.6% |