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 | $1,068,831 | $74,888+1327.2% | $71,209+1401.0% | $142,382+650.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 16.06% | 345.14%-329.1pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,411 | $2,854+19.5% | $2,721+25.4% | $4,299-20.7% |
| Participant deferral / active EE | $11,732 | $4,454+163.4% | $4,175+181.0% | $6,507+80.3% |
| Admin fee / account holder | $148 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |