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 | $151,825 | $81,248+86.9% | $155,509-2.4% | $80,856+87.8% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 18.87% | 33.31%-14.4pp | 64.67%-45.8pp | 35.59%-16.7pp |
| Employer contribution / active EE | $3,304 | $3,100+6.6% | $4,672-29.3% | $2,755+19.9% |
| Participant deferral / active EE | $6,554 | $3,452+89.9% | $5,626+16.5% | $4,296+52.6% |
| Admin fee / account holder | $179 | $7,997-97.8% | $15,912-98.9% | $6,918-97.4% |