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 | $333,841 | $100,773+231.3% | $88,946+275.3% | $142,382+134.5% |
| Participation rate | 53.8% | 74.3%-20.4pp | 68.8%-15.0pp | 80.1%-26.3pp |
| Annual return | 13.14% | 70.18%-57.0pp | 57.82%-44.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,887 | $2,918-35.3% | $2,555-26.1% | $4,299-56.1% |
| Participant deferral / active EE | $5,233 | $5,2300% | $4,581+14.2% | $6,507-19.6% |
| Admin fee / account holder | $15 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |