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 | $28,050 | $71,480-60.8% | $90,782-69.1% | $64,186-56.3% |
| Participation rate | 18.9% | 77.6%-58.6pp | 82.7%-63.7pp | 69.6%-50.6pp |
| Annual return | 24.51% | -4.25%+28.8pp | -3.42%+27.9pp | 7.63%+16.9pp |
| Employer contribution / active EE | $713 | $3,415-79.1% | $4,105-82.6% | $2,381-70.1% |
| Participant deferral / active EE | $1,614 | $4,302-62.5% | $5,366-69.9% | $3,470-53.5% |
| Admin fee / account holder | $0 | $6,309-100.0% | $5,908-100.0% | $4,888-100.0% |