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 | $269,142 | $179,726+49.8% | $156,263+72.2% | $142,382+89.0% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 15.03% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,507 | $5,069-50.5% | $4,333-42.1% | $4,299-41.7% |
| Participant deferral / active EE | $8,414 | $6,956+21.0% | $6,158+36.6% | $6,507+29.3% |
| Admin fee / account holder | $5 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |