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 | $335,222 | $57,016+487.9% | $84,966+294.5% | $80,856+314.6% |
| Participation rate | 26.9% | 56.3%-29.4pp | 67.5%-40.6pp | 67.6%-40.7pp |
| Annual return | 12.46% | 21.66%-9.2pp | 66.38%-53.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,300 | $1,798-27.7% | $2,727-52.3% | $2,755-52.8% |
| Participant deferral / active EE | $5,180 | $3,110+66.6% | $4,519+14.6% | $4,296+20.6% |
| Admin fee / account holder | $59 | $4,980-98.8% | $6,149-99.0% | $6,918-99.1% |