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 7-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 | $73,821 | $100,773-26.7% | $88,946-17.0% | $142,382-48.2% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.8%-13.3pp | 80.1%-24.6pp |
| Annual return | 18.57% | 70.18%-51.6pp | 57.82%-39.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,963 | $2,918-32.7% | $2,555-23.2% | $4,299-54.3% |
| Participant deferral / active EE | $6,105 | $5,230+16.7% | $4,581+33.2% | $6,507-6.2% |
| Admin fee / account holder | $278 | $9,693-97.1% | $8,261-96.6% | $12,624-97.8% |