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 | $455,359 | $96,635+371.2% | $86,612+425.7% | $139,434+226.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 20.62% | 106.41%-85.8pp | 591.07%-570.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,113 | $3,263-4.6% | $3,022+3.0% | $4,751-34.5% |
| Participant deferral / active EE | $12,161 | $4,836+151.5% | $4,438+174.0% | $6,710+81.2% |
| Admin fee / account holder | $71 | $6,408-98.9% | $5,614-98.7% | $11,403-99.4% |