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 | $1,049,449 | $100,773+941.4% | $88,946+1079.9% | $142,382+637.1% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 15.19% | 70.18%-55.0pp | 57.82%-42.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,601 | $2,918-45.1% | $2,555-37.3% | $4,299-62.8% |
| Participant deferral / active EE | $9,584 | $5,230+83.2% | $4,581+109.2% | $6,507+47.3% |
| Admin fee / account holder | $145 | $9,693-98.5% | $8,261-98.2% | $12,624-98.9% |