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 | $254,747 | $115,770+120.0% | $101,248+151.6% | $158,922+60.3% |
| Participation rate | 45.0% | 79.4%-34.4pp | 75.8%-30.8pp | 82.0%-37.0pp |
| Annual return | 31.14% | 56.14%-25.0pp | 46.47%-15.3pp | 302.83%-271.7pp |
| Employer contribution / active EE | $2,492 | $4,175-40.3% | $3,660-31.9% | $4,761-47.7% |
| Participant deferral / active EE | $4,213 | $4,957-15.0% | $4,370-3.6% | $5,982-29.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |