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 4-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 | $263,943 | $114,381+130.8% | $107,525+145.5% | $142,382+85.4% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 16.29% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,983 | $4,015-50.6% | $3,754-47.2% | $4,299-53.9% |
| Participant deferral / active EE | $9,978 | $5,564+79.3% | $5,116+95.0% | $6,507+53.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |