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 | $259,844 | $214,378+21.2% | $200,582+29.5% | $142,382+82.5% |
| Participation rate | 54.5% | 87.4%-32.9pp | 86.9%-32.3pp | 80.1%-25.6pp |
| Annual return | 153.61% | 46.41%+107.2pp | 42.33%+111.3pp | 217.08%-63.5pp |
| Employer contribution / active EE | $1,383 | $6,841-79.8% | $6,419-78.5% | $4,299-67.8% |
| Participant deferral / active EE | $3,086 | $9,865-68.7% | $9,331-66.9% | $6,507-52.6% |
| Admin fee / account holder | $132 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |