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 | $253,382 | $180,449+40.4% | $154,107+64.4% | $135,375+87.2% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -6.78% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,862 | $6,035-52.6% | $5,298-46.0% | $4,779-40.1% |
| Participant deferral / active EE | $10,636 | $5,806+83.2% | $5,081+109.3% | $5,609+89.6% |
| Admin fee / account holder | $83 | $16,143-99.5% | $13,411-99.4% | $10,827-99.2% |