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 | $256,915 | $111,754+129.9% | $103,333+148.6% | $145,922+76.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.40% | 24.77%-6.4pp | 24.88%-6.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,383 | $4,212-67.2% | $3,868-64.3% | $4,660-70.3% |
| Participant deferral / active EE | $5,844 | $5,619+4.0% | $5,057+15.5% | $6,688-12.6% |
| Admin fee / account holder | $115 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |