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 | $266,995 | $165,335+61.5% | $149,696+78.4% | $158,922+68.0% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 12.40% | 348.15%-335.7pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,713 | $5,103-66.4% | $4,644-63.1% | $4,761-64.0% |
| Participant deferral / active EE | $4,720 | $7,181-34.3% | $6,842-31.0% | $5,982-21.1% |
| Admin fee / account holder | $30 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |