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 | $305,572 | $159,602+91.5% | $150,045+103.7% | $142,382+114.6% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 17.89% | 70.24%-52.3pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,532 | $4,961-69.1% | $4,693-67.4% | $4,299-64.4% |
| Participant deferral / active EE | $5,779 | $8,310-30.5% | $7,997-27.7% | $6,507-11.2% |
| Admin fee / account holder | $12 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |