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 | $35,673 | $91,538-61.0% | $129,995-72.6% | $75,163-52.5% |
| Participation rate | 66.7% | 71.4%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 17.12% | -631.11%+648.2pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,749 | $2,845-38.5% | $4,320-59.5% | $2,670-34.5% |
| Participant deferral / active EE | $3,993 | $4,341-8.0% | $5,820-31.4% | $4,125-3.2% |
| Admin fee / account holder | $213 | $6,790-96.9% | $10,614-98.0% | $5,651-96.2% |