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 | $454,411 | $165,335+174.8% | $149,696+203.6% | $158,922+185.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 19.97% | 348.15%-328.2pp | 276.60%-256.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $8,310 | $5,103+62.8% | $4,644+78.9% | $4,761+74.5% |
| Participant deferral / active EE | $17,230 | $7,181+139.9% | $6,842+151.8% | $5,982+188.0% |
| Admin fee / account holder | -$211 | $10,807-101.9% | $9,309-102.3% | $11,246-101.9% |