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 | $363,176 | $117,841+208.2% | $102,423+254.6% | $145,922+148.9% |
| Participation rate | 44.4% | 78.6%-34.1pp | 76.5%-32.0pp | 80.3%-35.8pp |
| Annual return | 13.08% | 31.65%-18.6pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,078 | $3,615-42.5% | $3,023-31.3% | $4,660-55.4% |
| Participant deferral / active EE | $6,341 | $5,731+10.6% | $5,053+25.5% | $6,688-5.2% |
| Admin fee / account holder | $15 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |