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 | $309,822 | $108,172+186.4% | $77,482+299.9% | $158,922+95.0% |
| Participation rate | 23.1% | 64.4%-41.3pp | 54.2%-31.1pp | 82.0%-58.9pp |
| Annual return | 13.12% | 31.67%-18.6pp | 54.79%-41.7pp | 302.83%-289.7pp |
| Employer contribution / active EE | $313 | $1,325-76.4% | $986-68.3% | $4,761-93.4% |
| Participant deferral / active EE | $4,028 | $2,456+64.0% | $1,861+116.4% | $5,982-32.7% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |