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 | $423,315 | $127,065+233.1% | $113,168+274.1% | $142,382+197.3% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 15.85% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,593 | $3,442-53.7% | $2,975-46.4% | $4,299-62.9% |
| Participant deferral / active EE | $8,238 | $5,716+44.1% | $5,107+61.3% | $6,507+26.6% |
| Admin fee / account holder | $267 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |