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 | $642,023 | $150,440+326.8% | $136,294+371.1% | $147,584+335.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 18.41% | 1049.08%-1030.7pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $9,869 | $5,256+87.8% | $4,695+110.2% | $4,876+102.4% |
| Participant deferral / active EE | $33,000 | $6,630+397.7% | $6,247+428.2% | $5,439+506.8% |
| Admin fee / account holder | -$417 | $10,905-103.8% | $9,243-104.5% | $10,885-103.8% |