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 | $273,554 | $108,172+152.9% | $77,482+253.1% | $158,922+72.1% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | 11.65% | 31.67%-20.0pp | 54.79%-43.1pp | 302.83%-291.2pp |
| Employer contribution / active EE | $448 | $1,325-66.2% | $986-54.5% | $4,761-90.6% |
| Participant deferral / active EE | $2,061 | $2,456-16.1% | $1,861+10.8% | $5,982-65.5% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |