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 | $493,920 | $71,883+587.1% | $86,677+469.8% | $68,494+621.1% |
| Participation rate | 33.3% | 72.2%-38.9pp | 76.6%-43.2pp | 67.9%-34.6pp |
| Annual return | 5.32% | 3.52%+1.8pp | 35.91%-30.6pp | -7.84%+13.2pp |
| Employer contribution / active EE | $1,402 | $2,173-35.5% | $2,836-50.6% | $2,596-46.0% |
| Participant deferral / active EE | $3,604 | $3,779-4.6% | $4,656-22.6% | $4,027-10.5% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |