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 | $252,640 | $100,754+150.7% | $86,677+191.5% | $134,475+87.9% |
| Participation rate | 18.2% | 78.9%-60.7pp | 76.6%-58.4pp | 81.2%-63.0pp |
| Annual return | -14.09% | 29.04%-43.1pp | 35.91%-50.0pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,394 | $3,489-60.0% | $2,836-50.8% | $4,740-70.6% |
| Participant deferral / active EE | $4,268 | $5,338-20.0% | $4,656-8.3% | $6,400-33.3% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |