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 | $421,656 | $214,378+96.7% | $200,582+110.2% | $142,382+196.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 16.83% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,694 | $6,841-60.6% | $6,419-58.0% | $4,299-37.3% |
| Participant deferral / active EE | $8,864 | $9,865-10.1% | $9,331-5.0% | $6,507+36.2% |
| Admin fee / account holder | $30 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |