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 | $359,910 | $109,327+229.2% | $89,391+302.6% | $158,922+126.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 22.71% | 345.68%-323.0pp | 245.62%-222.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,055 | $3,170-35.2% | $2,586-20.5% | $4,761-56.8% |
| Participant deferral / active EE | $7,705 | $4,598+67.6% | $3,890+98.1% | $5,982+28.8% |
| Admin fee / account holder | $30 | $6,153-99.5% | $4,881-99.4% | $11,246-99.7% |