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 | $461,019 | $183,519+151.2% | $155,509+196.5% | $145,922+215.9% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 8.82% | 61.17%-52.3pp | 64.67%-55.8pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,519 | $5,313-71.4% | $4,672-67.5% | $4,660-67.4% |
| Participant deferral / active EE | $5,750 | $6,462-11.0% | $5,626+2.2% | $6,688-14.0% |
| Admin fee / account holder | $60 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |