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 | $417,362 | $163,101+155.9% | $136,749+205.2% | $142,382+193.1% |
| Participation rate | 20.0% | 78.2%-58.2pp | 72.1%-52.1pp | 80.1%-60.1pp |
| Annual return | 20.71% | 27.54%-6.8pp | 24.33%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,332 | $4,117-67.6% | $3,400-60.8% | $4,299-69.0% |
| Participant deferral / active EE | $3,153 | $5,585-43.5% | $4,692-32.8% | $6,507-51.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |