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 | $302,069 | $54,705+452.2% | $71,209+324.2% | $84,808+256.2% |
| Participation rate | 17.1% | 64.1%-46.9pp | 73.8%-56.6pp | 68.3%-51.2pp |
| Annual return | 15.35% | 35.90%-20.5pp | 282.51%-267.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $472 | $2,158-78.1% | $2,721-82.7% | $2,631-82.1% |
| Participant deferral / active EE | $1,314 | $3,030-56.6% | $4,175-68.5% | $4,212-68.8% |
| Admin fee / account holder | $131 | $4,863-97.3% | $5,349-97.6% | $7,344-98.2% |