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 | $251,950 | $227,553+10.7% | $189,557+32.9% | $167,490+50.4% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 18.89% | 78.40%-59.5pp | 64.17%-45.3pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,328 | $5,316-75.0% | $4,412-69.9% | $4,837-72.5% |
| Participant deferral / active EE | $5,476 | $7,002-21.8% | $6,174-11.3% | $6,341-13.6% |
| Admin fee / account holder | $40 | $11,878-99.7% | $9,807-99.6% | $12,309-99.7% |