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 | $281,124 | $109,881+155.8% | $150,045+87.4% | $84,808+231.5% |
| Participation rate | 60.0% | 76.1%-16.1pp | 82.3%-22.3pp | 68.3%-8.3pp |
| Annual return | 17.25% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,289 | $3,561-35.7% | $4,693-51.2% | $2,631-13.0% |
| Participant deferral / active EE | $5,498 | $6,636-17.2% | $7,997-31.3% | $4,212+30.5% |
| Admin fee / account holder | $16 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |