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 9-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 | $367,410 | $96,635+280.2% | $86,612+324.2% | $139,434+163.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 27.04% | 106.41%-79.4pp | 591.07%-564.0pp | 372.94%-345.9pp |
| Employer contribution / active EE | $3,200 | $3,263-1.9% | $3,022+5.9% | $4,751-32.6% |
| Participant deferral / active EE | $15,000 | $4,836+210.2% | $4,438+238.0% | $6,710+123.5% |
| Admin fee / account holder | $69 | $6,408-98.9% | $5,614-98.8% | $11,403-99.4% |