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 | $1,183,149 | $201,272+487.8% | $184,203+542.3% | $145,922+710.8% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-46.9pp |
| Annual return | 17.26% | 29.00%-11.7pp | 28.81%-11.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,667 | $7,022-76.3% | $6,427-74.1% | $4,660-64.2% |
| Participant deferral / active EE | $7,667 | $9,806-21.8% | $9,131-16.0% | $6,688+14.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |