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 3-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 | $281,184 | $60,022+368.5% | $88,946+216.1% | $84,808+231.6% |
| Participation rate | 5.1% | 57.8%-52.7pp | 68.8%-63.7pp | 68.3%-63.2pp |
| Annual return | 24.06% | 22.43%+1.6pp | 57.82%-33.8pp | 40.90%-16.8pp |
| Employer contribution / active EE | $1,949 | $1,703+14.5% | $2,555-23.7% | $2,631-25.9% |
| Participant deferral / active EE | $1,544 | $3,114-50.4% | $4,581-66.3% | $4,212-63.3% |
| Admin fee / account holder | $0 | $4,811-100.0% | $8,261-100.0% | $7,344-100.0% |