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 | $346,305 | $133,922+158.6% | $116,228+198.0% | $142,382+143.2% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.6%-44.6pp | 80.1%-50.1pp |
| Annual return | 14.85% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,438 | $3,446-29.3% | $2,994-18.6% | $4,299-43.3% |
| Participant deferral / active EE | $5,363 | $5,672-5.5% | $4,953+8.3% | $6,507-17.6% |
| Admin fee / account holder | $128 | $14,945-99.1% | $11,989-98.9% | $12,624-99.0% |