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 5-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 | $1,758,863 | $70,606+2391.1% | $53,898+3163.3% | $142,382+1135.3% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 11.01% | 619.81%-608.8pp | 528.60%-517.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $465 | $1,202-61.3% | $932-50.1% | $4,299-89.2% |
| Participant deferral / active EE | $484 | $2,364-79.5% | $1,826-73.5% | $6,507-92.6% |
| Admin fee / account holder | $74 | $2,852-97.4% | $2,491-97.0% | $12,624-99.4% |