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 9-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 | $252,956 | $68,547+269.0% | $120,354+110.2% | $80,856+212.8% |
| Participation rate | 38.5% | 61.6%-23.1pp | 71.9%-33.4pp | 67.6%-29.2pp |
| Annual return | 14.51% | 23.60%-9.1pp | 107.15%-92.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $806 | $2,051-60.7% | $3,463-76.7% | $2,755-70.8% |
| Participant deferral / active EE | $3,781 | $3,173+19.2% | $4,991-24.2% | $4,296-12.0% |
| Admin fee / account holder | $5 | $5,732-99.9% | $9,423-100.0% | $6,918-99.9% |