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 | $277,791 | $99,652+178.8% | $78,778+252.6% | $147,584+88.2% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 22.77% | 47.28%-24.5pp | 35.62%-12.9pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,096 | $2,796-60.8% | $1,986-44.8% | $4,876-77.5% |
| Participant deferral / active EE | $5,508 | $3,664+50.4% | $2,958+86.2% | $5,439+1.3% |
| Admin fee / account holder | -$937 | $7,155-113.1% | $5,134-118.3% | $10,885-108.6% |