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 | $345,083 | $214,378+61.0% | $200,582+72.0% | $142,382+142.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 19.58% | 46.41%-26.8pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,781 | $6,841-30.1% | $6,419-25.5% | $4,299+11.2% |
| Participant deferral / active EE | $12,135 | $9,865+23.0% | $9,331+30.0% | $6,507+86.5% |
| Admin fee / account holder | $30 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |