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 | $369,320 | $110,261+235.0% | $95,745+285.7% | $139,434+164.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 16.81% | 27.11%-10.3pp | 28.35%-11.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,843 | $3,257-43.4% | $2,835-35.0% | $4,751-61.2% |
| Participant deferral / active EE | $8,054 | $4,676+72.3% | $4,245+89.8% | $6,710+20.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |