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 | $179,369 | $65,041+175.8% | $90,951+97.2% | $79,858+124.6% |
| Participation rate | 20.0% | 61.6%-41.6pp | 69.0%-49.0pp | 69.6%-49.6pp |
| Annual return | 20.65% | 30.45%-9.8pp | 134.60%-114.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $631 | $1,247-49.4% | $2,122-70.3% | $2,471-74.5% |
| Participant deferral / active EE | $2,122 | $2,512-15.5% | $3,373-37.1% | $3,740-43.3% |
| Admin fee / account holder | $4 | $4,536-99.9% | $5,959-99.9% | $5,306-99.9% |