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 | $25,068 | $76,000-67.0% | $154,107-83.7% | $64,186-60.9% |
| Participation rate | 60.9% | 70.4%-9.5pp | 83.0%-22.2pp | 69.6%-8.7pp |
| Annual return | 9.87% | 30.32%-20.4pp | 735.12%-725.2pp | 7.63%+2.2pp |
| Employer contribution / active EE | $726 | $3,351-78.3% | $5,298-86.3% | $2,381-69.5% |
| Participant deferral / active EE | $1,517 | $3,175-52.2% | $5,081-70.1% | $3,470-56.3% |
| Admin fee / account holder | $74 | $5,596-98.7% | $13,411-99.4% | $4,888-98.5% |