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 | $277,772 | $102,616+170.7% | $81,983+238.8% | $158,922+74.8% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 24.88% | 61.04%-36.2pp | 41.31%-16.4pp | 302.83%-277.9pp |
| Employer contribution / active EE | $3,720 | $3,240+14.8% | $2,498+48.9% | $4,761-21.9% |
| Participant deferral / active EE | $9,108 | $4,648+96.0% | $3,722+144.7% | $5,982+52.3% |
| Admin fee / account holder | $59 | $8,235-99.3% | $5,664-99.0% | $11,246-99.5% |