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 | $500,138 | $127,065+293.6% | $113,168+341.9% | $142,382+251.3% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 11.84% | 24.03%-12.2pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,488 | $3,442-56.8% | $2,975-50.0% | $4,299-65.4% |
| Participant deferral / active EE | $5,296 | $5,716-7.4% | $5,107+3.7% | $6,507-18.6% |
| Admin fee / account holder | $33 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |