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 | $504,962 | $167,484+201.5% | $151,611+233.1% | $134,475+275.5% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -17.18% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,589 | $6,829-76.7% | $6,166-74.2% | $4,740-66.5% |
| Participant deferral / active EE | $8,449 | $8,986-6.0% | $8,363+1.0% | $6,400+32.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |