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 | $424,548 | $77,419+448.4% | $69,455+511.3% | $152,861+177.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.4%-49.1pp |
| Annual return | 26.91% | 39.06%-12.2pp | 28.97%-2.1pp | 345.32%-318.4pp |
| Employer contribution / active EE | $884 | $3,315-73.3% | $2,779-68.2% | $4,762-81.4% |
| Participant deferral / active EE | $8,301 | $4,414+88.1% | $3,535+134.8% | $5,850+41.9% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |