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 | $636,621 | $106,584+497.3% | $101,326+528.3% | $142,382+347.1% |
| Participation rate | 63.6% | 82.7%-19.1pp | 81.5%-17.9pp | 80.1%-16.5pp |
| Annual return | 14.56% | 36.93%-22.4pp | 36.82%-22.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,055 | $3,956+2.5% | $3,665+10.6% | $4,299-5.7% |
| Participant deferral / active EE | $7,377 | $8,297-11.1% | $7,994-7.7% | $6,507+13.4% |
| Admin fee / account holder | $11 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |