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 9-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 | $344,975 | $70,606+388.6% | $53,898+540.1% | $142,382+142.3% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 17.79% | 619.81%-602.0pp | 528.60%-510.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,934 | $1,202+60.9% | $932+107.5% | $4,299-55.0% |
| Participant deferral / active EE | $7,404 | $2,364+213.2% | $1,826+305.4% | $6,507+13.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |