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 9-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 | $280,750 | $133,922+109.6% | $116,228+141.6% | $142,382+97.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 18.40% | 147.76%-129.4pp | 90.06%-71.7pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,300 | $3,446-33.2% | $2,994-23.2% | $4,299-46.5% |
| Participant deferral / active EE | $5,503 | $5,672-3.0% | $4,953+11.1% | $6,507-15.4% |
| Admin fee / account holder | $5 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |