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 | $271,774 | $97,757+178.0% | $83,848+224.1% | $135,375+100.8% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | 14.89% | 1287.37%-1272.5pp | 850.88%-836.0pp | 519.73%-504.8pp |
| Employer contribution / active EE | $1,230 | $4,222-70.9% | $3,631-66.1% | $4,779-74.3% |
| Participant deferral / active EE | $3,810 | $4,682-18.6% | $4,082-6.6% | $5,609-32.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |