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 | $410,875 | $106,584+285.5% | $101,326+305.5% | $142,382+188.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 14.90% | 36.93%-22.0pp | 36.82%-21.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,880 | $3,956-27.2% | $3,665-21.4% | $4,299-33.0% |
| Participant deferral / active EE | $3,600 | $8,297-56.6% | $7,994-55.0% | $6,507-44.7% |
| Admin fee / account holder | $120 | $11,446-99.0% | $11,185-98.9% | $12,624-99.0% |