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 | $288,447 | $105,126+174.4% | $94,646+204.8% | $139,434+106.9% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 21.47% | 38.03%-16.6pp | 156.71%-135.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,880 | $4,106-29.9% | $3,672-21.6% | $4,751-39.4% |
| Participant deferral / active EE | $3,600 | $7,599-52.6% | $7,418-51.5% | $6,710-46.4% |
| Admin fee / account holder | $120 | $8,984-98.7% | $7,231-98.3% | $11,403-98.9% |