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 3-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 | $861,097 | $107,452+701.4% | $91,541+840.7% | $142,382+504.8% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.8%-12.6pp | 80.1%-23.0pp |
| Annual return | 15.07% | 22.06%-7.0pp | 20.50%-5.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,148 | $2,994-61.7% | $2,505-54.2% | $4,299-73.3% |
| Participant deferral / active EE | $10,133 | $4,754+113.1% | $4,008+152.8% | $6,507+55.7% |
| Admin fee / account holder | $15 | $8,834-99.8% | $6,956-99.8% | $12,624-99.9% |