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 | $2,280,664 | $117,983+1833.0% | $101,794+2140.5% | $142,382+1501.8% |
| Participation rate | 4.5% | 74.2%-69.7pp | 69.2%-64.6pp | 80.1%-75.6pp |
| Annual return | 10.23% | 36.92%-26.7pp | 30.53%-20.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,837 | $2,773-33.8% | $2,289-19.8% | $4,299-57.3% |
| Participant deferral / active EE | $3,191 | $4,714-32.3% | $4,084-21.9% | $6,507-51.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |