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 | $88,456 | $87,540+1.0% | $75,781+16.7% | $125,391-29.5% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -0.99% | 13.48%-14.5pp | 9.68%-10.7pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,583 | $3,930-59.7% | $3,323-52.4% | $4,866-67.5% |
| Participant deferral / active EE | $4,349 | $4,229+2.8% | $3,651+19.1% | $5,352-18.7% |
| Admin fee / account holder | $22 | $6,502-99.7% | $5,299-99.6% | $9,540-99.8% |