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 5-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 | $294,877 | $95,266+209.5% | $82,389+257.9% | $142,382+107.1% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.5%-12.4pp | 80.1%-23.0pp |
| Annual return | 18.79% | 25.74%-6.9pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $9,528 | $2,991+218.5% | $2,517+278.5% | $4,299+121.6% |
| Participant deferral / active EE | $8,377 | $4,809+74.2% | $4,155+101.6% | $6,507+28.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |