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 | $303,753 | $176,377+72.2% | $134,143+126.4% | $158,922+91.1% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.8pp | 82.0%-48.6pp |
| Annual return | 19.45% | 63.63%-44.2pp | 36.33%-16.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,739 | $5,040-65.5% | $3,704-53.1% | $4,761-63.5% |
| Participant deferral / active EE | $9,628 | $4,091+135.3% | $3,499+175.2% | $5,982+60.9% |
| Admin fee / account holder | $25 | $8,718-99.7% | $6,684-99.6% | $11,246-99.8% |