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 | $412,521 | $74,888+450.8% | $71,209+479.3% | $142,382+189.7% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 13.81% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,479 | $2,854-48.2% | $2,721-45.6% | $4,299-65.6% |
| Participant deferral / active EE | $8,203 | $4,454+84.2% | $4,175+96.5% | $6,507+26.1% |
| Admin fee / account holder | $40 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |