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 | $364,479 | $183,963+98.1% | $162,163+124.8% | $152,861+138.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 26.37% | 150.76%-124.4pp | 115.59%-89.2pp | 345.32%-318.9pp |
| Employer contribution / active EE | $4,588 | $6,371-28.0% | $5,614-18.3% | $4,762-3.7% |
| Participant deferral / active EE | $15,500 | $8,034+92.9% | $7,298+112.4% | $5,850+165.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |