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 | $332,801 | $124,281+167.8% | $109,143+204.9% | $167,490+98.7% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 19.88% | 26.04%-6.2pp | 25.75%-5.9pp | 478.56%-458.7pp |
| Employer contribution / active EE | $3,072 | $4,207-27.0% | $3,722-17.5% | $4,837-36.5% |
| Participant deferral / active EE | $14,833 | $5,255+182.3% | $4,653+218.8% | $6,341+133.9% |
| Admin fee / account holder | -$411 | $7,970-105.2% | $6,752-106.1% | $12,309-103.3% |