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 | $122,598 | $159,901-23.3% | $146,958-16.6% | $145,922-16.0% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 28.39% | 98.13%-69.7pp | 418.34%-389.9pp | 561.29%-532.9pp |
| Employer contribution / active EE | $3,142 | $5,286-40.6% | $4,933-36.3% | $4,660-32.6% |
| Participant deferral / active EE | $9,514 | $8,428+12.9% | $8,070+17.9% | $6,688+42.3% |
| Admin fee / account holder | $24 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |