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 | $131,845 | $96,557+36.5% | $80,975+62.8% | $273,961-51.9% |
| Participation rate | 44.4% | 79.1%-34.6pp | 75.8%-31.4pp | 83.0%-38.6pp |
| Annual return | 9.50% | 15.14%-5.6pp | 17.10%-7.6pp | 41.45%-32.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,035 | $6,598-38.8% | $5,696-29.2% | $5,287-23.7% |
| Admin fee / account holder | $148 | $7,492-98.0% | $5,516-97.3% | $10,132-98.5% |