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 | $696,864 | $104,974+563.8% | $95,585+629.1% | $142,382+389.4% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.1%-52.1pp | 80.1%-60.1pp |
| Annual return | 12.73% | 210.33%-197.6pp | 38.56%-25.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,800 | $2,779+0.8% | $2,527+10.8% | $4,299-34.9% |
| Participant deferral / active EE | $6,200 | $4,352+42.5% | $4,023+54.1% | $6,507-4.7% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |