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 | $683,055 | $107,334+536.4% | $92,893+635.3% | $152,861+346.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 23.19% | 145.58%-122.4pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,639 | $4,221-13.8% | $3,653-0.4% | $4,762-23.6% |
| Participant deferral / active EE | $9,613 | $4,845+98.4% | $4,236+126.9% | $5,850+64.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |