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 | $386,816 | $118,849+225.5% | $96,562+300.6% | $167,490+130.9% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 11.97% | 50.49%-38.5pp | 37.78%-25.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $617 | $3,120-80.2% | $2,356-73.8% | $4,837-87.2% |
| Participant deferral / active EE | $6,945 | $4,616+50.4% | $3,849+80.4% | $6,341+9.5% |
| Admin fee / account holder | $17 | $8,065-99.8% | $6,181-99.7% | $12,309-99.9% |