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 | $521,618 | $165,335+215.5% | $149,696+248.5% | $158,922+228.2% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 28.09% | 348.15%-320.1pp | 276.60%-248.5pp | 302.83%-274.7pp |
| Employer contribution / active EE | $9,320 | $5,103+82.6% | $4,644+100.7% | $4,761+95.8% |
| Participant deferral / active EE | $8,217 | $7,181+14.4% | $6,842+20.1% | $5,982+37.4% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |