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 | $291,716 | $209,411+39.3% | $178,490+63.4% | $158,922+83.6% |
| Participation rate | 58.3% | 86.3%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 14.24% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,180 | $5,706-61.8% | $5,011-56.5% | $4,761-54.2% |
| Participant deferral / active EE | $5,758 | $5,954-3.3% | $5,202+10.7% | $5,982-3.8% |
| Admin fee / account holder | $14 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |