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 | $160,098 | $111,754+43.3% | $103,333+54.9% | $145,922+9.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.96% | 24.77%-9.8pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,432 | $4,212-42.3% | $3,868-37.1% | $4,660-47.8% |
| Participant deferral / active EE | $5,542 | $5,619-1.4% | $5,057+9.6% | $6,688-17.1% |
| Admin fee / account holder | $227 | $9,750-97.7% | $8,355-97.3% | $13,397-98.3% |