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 | $408,838 | $109,982+271.7% | $97,226+320.5% | $145,922+180.2% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 20.51% | 242.90%-222.4pp | 75.13%-54.6pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,952 | $3,084-4.3% | $2,729+8.2% | $4,660-36.6% |
| Participant deferral / active EE | $4,127 | $4,676-11.7% | $4,264-3.2% | $6,688-38.3% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |