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 | $369,184 | $114,047+223.7% | $96,139+284.0% | $167,490+120.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 14.03% | 189.88%-175.9pp | 191.94%-177.9pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,453 | $3,427-57.6% | $2,797-48.0% | $4,837-70.0% |
| Participant deferral / active EE | $3,625 | $5,194-30.2% | $4,349-16.6% | $6,341-42.8% |
| Admin fee / account holder | $90 | $6,897-98.7% | $5,537-98.4% | $12,309-99.3% |