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 | $257,269 | $108,642+136.8% | $74,701+244.4% | $152,861+68.3% |
| Participation rate | 23.1% | 65.3%-42.3pp | 54.5%-31.4pp | 82.4%-59.4pp |
| Annual return | 22.41% | 114.06%-91.7pp | 752.92%-730.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $290 | $1,503-80.7% | $1,084-73.3% | $4,762-93.9% |
| Participant deferral / active EE | $3,849 | $2,712+41.9% | $1,964+96.0% | $5,850-34.2% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |