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 5-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 | $252,932 | $140,940+79.5% | $112,229+125.4% | $139,434+81.4% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 25.38% | 32.71%-7.3pp | 30.20%-4.8pp | 372.94%-347.6pp |
| Employer contribution / active EE | $2,226 | $4,283-48.0% | $3,430-35.1% | $4,751-53.1% |
| Participant deferral / active EE | $12,833 | $5,874+118.5% | $4,798+167.5% | $6,710+91.3% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |