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 | $161,172 | $103,376+55.9% | $87,100+85.0% | $152,861+5.4% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.9%-12.2pp | 82.4%-17.7pp |
| Annual return | 12.92% | 28.10%-15.2pp | 28.19%-15.3pp | 345.32%-332.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,004 | $4,778-58.1% | $4,049-50.5% | $5,850-65.7% |
| Admin fee / account holder | $2 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |