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 | $279,640 | $84,402+231.3% | $61,373+355.6% | $134,475+107.9% |
| Participation rate | 15.4% | 62.2%-46.8pp | 52.6%-37.2pp | 81.2%-65.8pp |
| Annual return | -14.86% | 584.55%-599.4pp | 338.61%-353.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $347 | $1,544-77.5% | $1,159-70.0% | $4,740-92.7% |
| Participant deferral / active EE | $4,000 | $2,819+41.9% | $2,125+88.2% | $6,400-37.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |