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 | $301,299 | $124,281+142.4% | $109,143+176.1% | $167,490+79.9% |
| Participation rate | 27.3% | 79.4%-52.2pp | 75.9%-48.6pp | 82.1%-54.8pp |
| Annual return | 11.30% | 26.04%-14.7pp | 25.75%-14.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,202 | $4,207-71.4% | $3,722-67.7% | $4,837-75.2% |
| Participant deferral / active EE | $6,527 | $5,255+24.2% | $4,653+40.3% | $6,341+2.9% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |