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 | $267,260 | $97,757+173.4% | $83,848+218.7% | $135,375+97.4% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | 3.48% | 1287.37%-1283.9pp | 850.88%-847.4pp | 519.73%-516.3pp |
| Employer contribution / active EE | $904 | $4,222-78.6% | $3,631-75.1% | $4,779-81.1% |
| Participant deferral / active EE | $5,532 | $4,682+18.2% | $4,082+35.5% | $5,609-1.4% |
| Admin fee / account holder | $84 | $6,674-98.7% | $5,478-98.5% | $10,827-99.2% |