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 | $496,252 | $181,894+172.8% | $156,549+217.0% | $273,961+81.1% |
| Participation rate | 25.0% | 88.4%-63.4pp | 84.0%-59.0pp | 83.0%-58.0pp |
| Annual return | 10.92% | 30.74%-19.8pp | 32.23%-21.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,650 | $6,248-57.6% | $5,501-51.8% | $4,869-45.6% |
| Participant deferral / active EE | $6,000 | $5,550+8.1% | $4,871+23.2% | $5,287+13.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |