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 | $626,409 | $85,022+636.8% | $70,515+788.3% | $139,434+349.3% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 16.11% | 30.38%-14.3pp | 32.77%-16.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $6,882 | $3,909+76.1% | $2,973+131.5% | $4,751+44.9% |
| Participant deferral / active EE | $12,159 | $5,890+106.4% | $4,567+166.3% | $6,710+81.2% |
| Admin fee / account holder | $11 | $8,906-99.9% | $6,412-99.8% | $11,403-99.9% |