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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $503,516 | $110,261+356.7% | $95,745+425.9% | $139,434+261.1% |
| Participation rate | 55.6% | 75.8%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | -26.38% | 27.11%-53.5pp | 28.35%-54.7pp | 372.94%-399.3pp |
| Employer contribution / active EE | $2,861 | $3,257-12.2% | $2,835+0.9% | $4,751-39.8% |
| Participant deferral / active EE | $4,142 | $4,676-11.4% | $4,245-2.4% | $6,710-38.3% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |