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 | $280,145 | $126,574+121.3% | $106,213+163.8% | $145,922+92.0% |
| Participation rate | 69.2% | 77.6%-8.4pp | 75.3%-6.0pp | 80.3%-11.0pp |
| Annual return | 10.58% | 224.79%-214.2pp | 116.14%-105.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,398 | $3,730-35.7% | $3,171-24.4% | $4,660-48.5% |
| Participant deferral / active EE | $6,098 | $5,724+6.5% | $5,016+21.6% | $6,688-8.8% |
| Admin fee / account holder | $50 | $17,304-99.7% | $11,033-99.5% | $13,397-99.6% |