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 | $251,860 | $80,717+212.0% | $154,803+62.7% | $84,808+197.0% |
| Participation rate | 15.0% | 66.8%-51.8pp | 78.1%-63.1pp | 68.3%-53.3pp |
| Annual return | 17.32% | 37.96%-20.6pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $927 | $2,761-66.4% | $4,305-78.5% | $2,631-64.8% |
| Participant deferral / active EE | $1,743 | $3,303-47.2% | $5,540-68.5% | $4,212-58.6% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |