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 | $409,087 | $133,922+205.5% | $116,228+252.0% | $142,382+187.3% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.6%-31.7pp | 80.1%-37.3pp |
| Annual return | 17.64% | 147.76%-130.1pp | 90.06%-72.4pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,657 | $3,446-51.9% | $2,994-44.7% | $4,299-61.5% |
| Participant deferral / active EE | $4,935 | $5,672-13.0% | $4,953-0.4% | $6,507-24.2% |
| Admin fee / account holder | $41 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |