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 | $275,429 | $180,028+53.0% | $138,135+99.4% | $158,922+73.3% |
| Participation rate | 66.7% | 82.2%-15.6pp | 78.7%-12.0pp | 82.0%-15.3pp |
| Annual return | 8.36% | 21.68%-13.3pp | 20.51%-12.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $5,333 | $7,470-28.6% | $5,587-4.5% | $4,761+12.0% |
| Participant deferral / active EE | $5,333 | $7,717-30.9% | $6,431-17.1% | $5,982-10.8% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |