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 | $338,300 | $159,602+112.0% | $150,045+125.5% | $142,382+137.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 21.14% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $9,074 | $4,961+82.9% | $4,693+93.3% | $4,299+111.1% |
| Participant deferral / active EE | $11,068 | $8,310+33.2% | $7,997+38.4% | $6,507+70.1% |
| Admin fee / account holder | $169 | $14,846-98.9% | $13,435-98.7% | $12,624-98.7% |