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 | $395,824 | $106,890+270.3% | $84,015+371.1% | $152,861+158.9% |
| Participation rate | 20.8% | 75.2%-54.4pp | 69.0%-48.2pp | 82.4%-61.6pp |
| Annual return | 16.05% | 104.99%-88.9pp | 71.31%-55.3pp | 345.32%-329.3pp |
| Employer contribution / active EE | $744 | $2,734-72.8% | $1,983-62.5% | $4,762-84.4% |
| Participant deferral / active EE | $3,917 | $4,011-2.4% | $3,239+20.9% | $5,850-33.1% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |