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 | $122,120 | $96,305+26.8% | $80,569+51.6% | $139,434-12.4% |
| Participation rate | 55.6% | 73.6%-18.1pp | 67.0%-11.4pp | 80.3%-24.8pp |
| Annual return | 21.55% | 1350.08%-1328.5pp | 935.43%-913.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,692 | $3,262-48.1% | $2,723-37.9% | $4,751-64.4% |
| Participant deferral / active EE | $2,035 | $5,232-61.1% | $4,447-54.2% | $6,710-69.7% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |