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 | $435,871 | $88,751+391.1% | $81,812+432.8% | $145,922+198.7% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.3%-36.0pp | 80.3%-43.9pp |
| Annual return | 18.00% | 1025.40%-1007.4pp | 773.79%-755.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,518 | $3,083-50.8% | $2,912-47.9% | $4,660-67.4% |
| Participant deferral / active EE | $5,659 | $4,643+21.9% | $4,319+31.0% | $6,688-15.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |