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 | $356,606 | $118,680+200.5% | $98,907+260.5% | $158,922+124.4% |
| Participation rate | 28.6% | 77.8%-49.3pp | 76.0%-47.5pp | 82.0%-53.4pp |
| Annual return | 17.69% | 372.35%-354.7pp | 196.43%-178.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,060 | $3,333-68.2% | $2,689-60.6% | $4,761-77.7% |
| Participant deferral / active EE | $7,429 | $5,088+46.0% | $4,244+75.0% | $5,982+24.2% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |