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 | $351,432 | $158,398+121.9% | $126,539+177.7% | $142,382+146.8% |
| Participation rate | 42.9% | 75.8%-32.9pp | 69.8%-27.0pp | 80.1%-37.3pp |
| Annual return | 19.04% | 593.76%-574.7pp | 425.95%-406.9pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,160 | $4,650-75.1% | $3,674-68.4% | $4,299-73.0% |
| Participant deferral / active EE | $7,160 | $4,767+50.2% | $4,083+75.4% | $6,507+10.0% |
| Admin fee / account holder | $74 | $6,918-98.9% | $6,065-98.8% | $12,624-99.4% |