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 8-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 | $319,221 | $171,164+86.5% | $127,761+149.9% | $152,861+108.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.0%-19.0pp | 82.4%-22.4pp |
| Annual return | 19.02% | 23.54%-4.5pp | 26.14%-7.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $6,020 | $5,447+10.5% | $4,574+31.6% | $4,762+26.4% |
| Participant deferral / active EE | $6,020 | $7,038-14.5% | $6,0210% | $5,850+2.9% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |