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 | $288,508 | $102,966+180.2% | $90,281+219.6% | $152,861+88.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 29.68% | 95.16%-65.5pp | 78.10%-48.4pp | 345.32%-315.6pp |
| Employer contribution / active EE | $2,541 | $3,139-19.0% | $2,854-11.0% | $4,762-46.6% |
| Participant deferral / active EE | $7,758 | $4,281+81.2% | $3,885+99.7% | $5,850+32.6% |
| Admin fee / account holder | $71 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |