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 | $336,521 | $148,534+126.6% | $135,903+147.6% | $139,434+141.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 19.17% | 79.19%-60.0pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,563 | $5,243-32.1% | $4,856-26.6% | $4,751-25.0% |
| Participant deferral / active EE | $10,820 | $8,100+33.6% | $7,758+39.5% | $6,710+61.2% |
| Admin fee / account holder | $25 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |