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 | $267,799 | $177,572+50.8% | $154,803+73.0% | $142,382+88.1% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.1%-13.8pp | 80.1%-15.8pp |
| Annual return | 18.42% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,235 | $4,810-74.3% | $4,305-71.3% | $4,299-71.3% |
| Participant deferral / active EE | $3,676 | $6,272-41.4% | $5,540-33.7% | $6,507-43.5% |
| Admin fee / account holder | $107 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |