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 | $294,859 | $180,028+63.8% | $138,135+113.5% | $158,922+85.5% |
| Participation rate | 45.5% | 82.2%-36.8pp | 78.7%-33.2pp | 82.0%-36.5pp |
| Annual return | 22.31% | 21.68%+0.6pp | 20.51%+1.8pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,622 | $7,470-64.9% | $5,587-53.1% | $4,761-44.9% |
| Participant deferral / active EE | $5,031 | $7,717-34.8% | $6,431-21.8% | $5,982-15.9% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |