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 | $35,214 | $84,233-58.2% | $170,442-79.3% | $70,131-49.8% |
| Participation rate | 64.2% | 70.8%-6.6pp | 83.6%-19.4pp | 69.5%-5.3pp |
| Annual return | 16.42% | 23.06%-6.6pp | 205.93%-189.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,504 | $3,387-55.6% | $5,433-72.3% | $2,342-35.8% |
| Participant deferral / active EE | $2,646 | $3,086-14.3% | $4,939-46.4% | $3,332-20.6% |
| Admin fee / account holder | $235 | $5,698-95.9% | $13,880-98.3% | $4,645-95.0% |