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 | $516,435 | $118,849+334.5% | $96,562+434.8% | $167,490+208.3% |
| Participation rate | 58.3% | 75.5%-17.1pp | 69.8%-11.5pp | 82.1%-23.8pp |
| Annual return | 35.28% | 50.49%-15.2pp | 37.78%-2.5pp | 478.56%-443.3pp |
| Employer contribution / active EE | $1,534 | $3,120-50.8% | $2,356-34.9% | $4,837-68.3% |
| Participant deferral / active EE | $5,270 | $4,616+14.2% | $3,849+36.9% | $6,341-16.9% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |