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 | $362,989 | $202,432+79.3% | $169,368+114.3% | $139,434+160.3% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.1%-48.6pp | 80.3%-51.7pp |
| Annual return | 12.40% | 531.74%-519.3pp | 405.60%-393.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,346 | $4,692-71.3% | $4,013-66.5% | $4,751-71.7% |
| Participant deferral / active EE | $3,314 | $6,938-52.2% | $6,221-46.7% | $6,710-50.6% |
| Admin fee / account holder | $60 | $10,708-99.4% | $9,003-99.3% | $11,403-99.5% |