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 | $57,411 | $50,637+13.4% | $86,590-33.7% | $62,292-7.8% |
| Participation rate | 28.2% | 67.9%-39.7pp | 73.5%-45.3pp | 69.5%-41.3pp |
| Annual return | 15.44% | 20.80%-5.4pp | 964.84%-949.4pp | 28.90%-13.5pp |
| Employer contribution / active EE | $533 | $2,075-74.3% | $2,839-81.2% | $2,042-73.9% |
| Participant deferral / active EE | $1,499 | $2,611-42.6% | $3,609-58.4% | $3,169-52.7% |
| Admin fee / account holder | $260 | $413-37.2% | $4,906-94.7% | $479-45.8% |