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 7-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 | $269,722 | $93,024+189.9% | $77,024+250.2% | $134,475+100.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | 15.73% | 62.60%-46.9pp | 42.32%-26.6pp | 417.96%-402.2pp |
| Employer contribution / active EE | $1,491 | $3,418-56.4% | $2,812-47.0% | $4,740-68.5% |
| Participant deferral / active EE | $13,333 | $5,238+154.6% | $4,426+201.2% | $6,400+108.3% |
| Admin fee / account holder | $94 | $6,944-98.7% | $5,425-98.3% | $11,426-99.2% |