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 | $589,244 | $133,922+340.0% | $116,228+407.0% | $142,382+313.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.6%-12.1pp | 80.1%-17.6pp |
| Annual return | 15.10% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,621 | $3,446-53.0% | $2,994-45.9% | $4,299-62.3% |
| Participant deferral / active EE | $6,835 | $5,672+20.5% | $4,953+38.0% | $6,507+5.0% |
| Admin fee / account holder | $296 | $14,945-98.0% | $11,989-97.5% | $12,624-97.7% |