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 | $827,341 | $226,064+266.0% | $182,532+353.3% | $152,861+441.2% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.0%-58.0pp | 82.4%-62.4pp |
| Annual return | 23.74% | 192.51%-168.8pp | 148.54%-124.8pp | 345.32%-321.6pp |
| Employer contribution / active EE | $7,000 | $4,978+40.6% | $4,076+71.7% | $4,762+47.0% |
| Participant deferral / active EE | $4,800 | $6,368-24.6% | $5,524-13.1% | $5,850-18.0% |
| Admin fee / account holder | $250 | $10,703-97.7% | $8,592-97.1% | $11,596-97.8% |