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 | $390,171 | $149,734+160.6% | $118,925+228.1% | $158,922+145.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 23.55% | 19.95%+3.6pp | 35.88%-12.3pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,232 | $4,115-45.8% | $3,263-31.6% | $4,761-53.1% |
| Participant deferral / active EE | $15,933 | $5,223+205.1% | $4,265+273.6% | $5,982+166.3% |
| Admin fee / account holder | $30 | $8,603-99.7% | $6,581-99.5% | $11,246-99.7% |