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 | $463,135 | $197,591+134.4% | $177,821+160.5% | $158,922+191.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 9.51% | 58.76%-49.3pp | 48.32%-38.8pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,560 | $6,697-76.7% | $5,918-73.6% | $4,761-67.2% |
| Participant deferral / active EE | $10,400 | $8,405+23.7% | $7,714+34.8% | $5,982+73.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |