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 | $1,144,308 | $217,402+426.4% | $185,823+515.8% | $167,490+583.2% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 21.77% | 148.36%-126.6pp | 122.05%-100.3pp | 478.56%-456.8pp |
| Employer contribution / active EE | $2,533 | $5,873-56.9% | $5,167-51.0% | $4,837-47.6% |
| Participant deferral / active EE | $5,750 | $6,356-9.5% | $5,568+3.3% | $6,341-9.3% |
| Admin fee / account holder | $60 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |