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 | $428,816 | $112,881+279.9% | $90,951+371.5% | $158,922+169.8% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 26.15% | 215.79%-189.6pp | 134.60%-108.5pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,701 | $2,893-41.2% | $2,122-19.8% | $4,761-64.3% |
| Participant deferral / active EE | $3,316 | $4,128-19.7% | $3,373-1.7% | $5,982-44.6% |
| Admin fee / account holder | $41 | $8,041-99.5% | $5,959-99.3% | $11,246-99.6% |