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 4-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 | $262,599 | $106,515+146.5% | $96,683+171.6% | $139,434+88.3% |
| Participation rate | 31.3% | 77.8%-46.6pp | 74.3%-43.1pp | 80.3%-49.1pp |
| Annual return | 15.55% | 38.43%-22.9pp | 35.69%-20.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,563 | $4,103-61.9% | $3,737-58.2% | $4,751-67.1% |
| Participant deferral / active EE | $4,797 | $5,454-12.0% | $4,878-1.7% | $6,710-28.5% |
| Admin fee / account holder | $12 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |