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 | $265,099 | $118,680+123.4% | $98,907+168.0% | $158,922+66.8% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | 12.60% | 372.35%-359.7pp | 196.43%-183.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,169 | $3,333-64.9% | $2,689-56.5% | $4,761-75.4% |
| Participant deferral / active EE | $6,063 | $5,088+19.2% | $4,244+42.8% | $5,982+1.3% |
| Admin fee / account holder | $1 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |