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 | $22,665 | $115,770-80.4% | $101,248-77.6% | $158,922-85.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 29.30% | 56.14%-26.8pp | 46.47%-17.2pp | 302.83%-273.5pp |
| Employer contribution / active EE | $1,033 | $4,175-75.2% | $3,660-71.8% | $4,761-78.3% |
| Participant deferral / active EE | $5,627 | $4,957+13.5% | $4,370+28.7% | $5,982-5.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |