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 | $1,545,591 | $95,266+1522.4% | $82,389+1776.0% | $142,382+985.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 13.07% | 25.74%-12.7pp | 28.67%-15.6pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,367 | $2,991-54.3% | $2,517-45.7% | $4,299-68.2% |
| Participant deferral / active EE | $20,572 | $4,809+327.8% | $4,155+395.2% | $6,507+216.1% |
| Admin fee / account holder | $60 | $8,563-99.3% | $7,231-99.2% | $12,624-99.5% |