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 | $627,271 | $95,266+558.4% | $82,389+661.4% | $142,382+340.6% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 15.80% | 25.74%-9.9pp | 28.67%-12.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $16,429 | $2,991+449.3% | $2,517+552.7% | $4,299+282.2% |
| Participant deferral / active EE | $11,696 | $4,809+143.2% | $4,155+181.5% | $6,507+79.7% |
| Admin fee / account holder | $40 | $8,563-99.5% | $7,231-99.4% | $12,624-99.7% |