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 | $260,710 | $183,519+42.1% | $155,509+67.6% | $145,922+78.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 23.84% | 61.17%-37.3pp | 64.67%-40.8pp | 561.29%-537.4pp |
| Employer contribution / active EE | $1,907 | $5,313-64.1% | $4,672-59.2% | $4,660-59.1% |
| Participant deferral / active EE | $6,441 | $6,462-0.3% | $5,626+14.5% | $6,688-3.7% |
| Admin fee / account holder | $121 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |