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 | $264,239 | $86,929+204.0% | $102,423+158.0% | $80,856+226.8% |
| Participation rate | 63.0% | 72.4%-9.4pp | 76.5%-13.5pp | 67.6%-4.7pp |
| Annual return | 12.86% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,200 | $2,369+77.3% | $3,023+38.9% | $2,755+52.5% |
| Participant deferral / active EE | $7,643 | $4,118+85.6% | $5,053+51.3% | $4,296+77.9% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |