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 8-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 | $298,039 | $163,101+82.7% | $136,749+117.9% | $142,382+109.3% |
| Participation rate | 40.0% | 78.2%-38.2pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 20.51% | 27.54%-7.0pp | 24.33%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,950 | $4,117-28.3% | $3,400-13.2% | $4,299-31.4% |
| Participant deferral / active EE | $23,100 | $5,585+313.6% | $4,692+392.3% | $6,507+255.0% |
| Admin fee / account holder | $224 | $14,318-98.4% | $11,386-98.0% | $12,624-98.2% |