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 | $125,032 | $54,541+129.2% | $78,778+58.7% | $70,131+78.3% |
| Participation rate | 22.0% | 60.8%-38.8pp | 69.2%-47.2pp | 69.5%-47.6pp |
| Annual return | 19.11% | 21.07%-2.0pp | 35.62%-16.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $463 | $1,089-57.5% | $1,986-76.7% | $2,342-80.2% |
| Participant deferral / active EE | $1,120 | $2,210-49.3% | $2,958-62.2% | $3,332-66.4% |
| Admin fee / account holder | $8 | $3,709-99.8% | $5,134-99.8% | $4,645-99.8% |