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 | $258,175 | $81,208+217.9% | $98,907+161.0% | $79,858+223.3% |
| Participation rate | 30.0% | 72.5%-42.5pp | 76.0%-46.0pp | 69.6%-39.6pp |
| Annual return | 27.28% | 60.99%-33.7pp | 196.43%-169.1pp | 31.71%-4.4pp |
| Employer contribution / active EE | $1,429 | $1,960-27.1% | $2,689-46.8% | $2,471-42.2% |
| Participant deferral / active EE | $3,227 | $3,265-1.2% | $4,244-24.0% | $3,740-13.7% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |