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 | $293,550 | $183,519+60.0% | $155,509+88.8% | $145,922+101.2% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 19.13% | 61.17%-42.0pp | 64.67%-45.5pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,111 | $5,313-79.1% | $4,672-76.2% | $4,660-76.2% |
| Participant deferral / active EE | $5,243 | $6,462-18.9% | $5,626-6.8% | $6,688-21.6% |
| Admin fee / account holder | $28 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |