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 | $257,511 | $112,096+129.7% | $95,952+168.4% | $158,922+62.0% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 17.52% | 171.09%-153.6pp | 91.61%-74.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,500 | $3,198-21.8% | $2,541-1.6% | $4,761-47.5% |
| Participant deferral / active EE | $4,004 | $4,784-16.3% | $4,167-3.9% | $5,982-33.1% |
| Admin fee / account holder | $109 | $10,130-98.9% | $6,795-98.4% | $11,246-99.0% |