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 8-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 | $440,738 | $177,572+148.2% | $154,803+184.7% | $142,382+209.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 17.03% | 65.07%-48.0pp | 58.88%-41.9pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,678 | $4,810-65.1% | $4,305-61.0% | $4,299-61.0% |
| Participant deferral / active EE | $7,316 | $6,272+16.7% | $5,540+32.1% | $6,507+12.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |