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 | $287,235 | $159,602+80.0% | $150,045+91.4% | $142,382+101.7% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 14.18% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,600 | $4,961-67.7% | $4,693-65.9% | $4,299-62.8% |
| Participant deferral / active EE | $7,738 | $8,310-6.9% | $7,997-3.2% | $6,507+18.9% |
| Admin fee / account holder | $10 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |