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 | $336,366 | $105,126+220.0% | $94,646+255.4% | $139,434+141.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 21.11% | 38.03%-16.9pp | 156.71%-135.6pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,573 | $4,106-61.7% | $3,672-57.2% | $4,751-66.9% |
| Participant deferral / active EE | $12,975 | $7,599+70.7% | $7,418+74.9% | $6,710+93.4% |
| Admin fee / account holder | $60 | $8,984-99.3% | $7,231-99.2% | $11,403-99.5% |