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 | $185,998 | $154,117+20.7% | $129,995+43.1% | $139,434+33.4% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 20.52% | 32.48%-12.0pp | -137.18%+157.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $6,882 | $5,289+30.1% | $4,320+59.3% | $4,751+44.9% |
| Participant deferral / active EE | $6,592 | $6,710-1.8% | $5,820+13.3% | $6,710-1.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |