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 | $282,839 | $83,337+239.4% | $67,834+317.0% | $273,961+3.2% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 7.32% | 259.45%-252.1pp | 138.47%-131.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,530 | $3,287-53.5% | $2,403-36.3% | $4,869-68.6% |
| Participant deferral / active EE | $12,000 | $4,088+193.5% | $3,160+279.8% | $5,287+127.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |