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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,363 | $114,381+173.1% | $107,525+190.5% | $142,382+119.4% |
| Participation rate | 45.8% | 78.1%-32.3pp | 75.1%-29.2pp | 80.1%-34.3pp |
| Annual return | 15.66% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,330 | $4,015-66.9% | $3,754-64.6% | $4,299-69.1% |
| Participant deferral / active EE | $5,648 | $5,564+1.5% | $5,116+10.4% | $6,507-13.2% |
| Admin fee / account holder | $115 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |