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 | $471,579 | $118,450+298.1% | $98,439+379.1% | $139,434+238.2% |
| Participation rate | 44.4% | 77.4%-33.0pp | 75.2%-30.7pp | 80.3%-35.9pp |
| Annual return | 22.14% | 18.94%+3.2pp | 21.16%+1.0pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,447 | $3,609-32.2% | $3,048-19.7% | $4,751-48.5% |
| Participant deferral / active EE | $4,522 | $5,392-16.1% | $4,738-4.6% | $6,710-32.6% |
| Admin fee / account holder | $142 | $14,026-99.0% | $8,948-98.4% | $11,403-98.8% |