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 | $121,735 | $117,841+3.3% | $102,423+18.9% | $145,922-16.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.73% | 31.65%-22.9pp | 29.32%-20.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,015 | $3,615+11.1% | $3,023+32.8% | $4,660-13.8% |
| Participant deferral / active EE | $18,665 | $5,731+225.7% | $5,053+269.4% | $6,688+179.1% |
| Admin fee / account holder | $288 | $13,326-97.8% | $9,451-97.0% | $13,397-97.9% |