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 | $593,930 | $109,982+440.0% | $97,226+510.9% | $145,922+307.0% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 16.89% | 242.90%-226.0pp | 75.13%-58.2pp | 561.29%-544.4pp |
| Employer contribution / active EE | $892 | $3,084-71.1% | $2,729-67.3% | $4,660-80.9% |
| Participant deferral / active EE | $5,239 | $4,676+12.0% | $4,264+22.9% | $6,688-21.7% |
| Admin fee / account holder | $32 | $6,221-99.5% | $5,654-99.4% | $13,397-99.8% |