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 | $743,402 | $100,773+637.7% | $88,946+735.8% | $142,382+422.1% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.8%-43.8pp | 80.1%-55.1pp |
| Annual return | 15.97% | 70.18%-54.2pp | 57.82%-41.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $7,500 | $2,918+157.1% | $2,555+193.5% | $4,299+74.5% |
| Participant deferral / active EE | $0 | $5,230-100.0% | $4,581-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |