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 | $293,027 | $92,222+217.7% | $76,768+281.7% | $135,375+116.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -3.59% | 5.46%-9.0pp | 2.43%-6.0pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,938 | $3,216-8.7% | $2,485+18.2% | $4,779-38.5% |
| Participant deferral / active EE | $4,329 | $4,509-4.0% | $3,852+12.4% | $5,609-22.8% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |