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 | $111,294 | $228,332-51.3% | $185,823-40.1% | $158,922-30.0% |
| Participation rate | 45.5% | 82.3%-36.8pp | 78.0%-32.6pp | 82.0%-36.5pp |
| Annual return | 21.67% | 40.80%-19.1pp | 35.95%-14.3pp | 302.83%-281.2pp |
| Employer contribution / active EE | $2,219 | $4,967-55.3% | $4,087-45.7% | $4,761-53.4% |
| Participant deferral / active EE | $3,689 | $6,415-42.5% | $5,632-34.5% | $5,982-38.3% |
| Admin fee / account holder | $82 | $11,864-99.3% | $9,500-99.1% | $11,246-99.3% |