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 9-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 | $254,677 | $126,574+101.2% | $106,213+139.8% | $145,922+74.5% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.6pp |
| Annual return | 20.96% | 224.79%-203.8pp | 116.14%-95.2pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,203 | $3,730-41.0% | $3,171-30.6% | $4,660-52.7% |
| Participant deferral / active EE | $7,001 | $5,724+22.3% | $5,016+39.6% | $6,688+4.7% |
| Admin fee / account holder | $20 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |