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 | $258,624 | $100,773+156.6% | $88,946+190.8% | $142,382+81.6% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.8%-26.0pp | 80.1%-37.3pp |
| Annual return | 19.82% | 70.18%-50.4pp | 57.82%-38.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,515 | $2,918-13.8% | $2,555-1.6% | $4,299-41.5% |
| Participant deferral / active EE | $9,471 | $5,230+81.1% | $4,581+106.7% | $6,507+45.6% |
| Admin fee / account holder | $30 | $9,693-99.7% | $8,261-99.6% | $12,624-99.8% |