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 8-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 | $760,662 | $183,519+314.5% | $155,509+389.1% | $145,922+421.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.20% | 61.17%-44.0pp | 64.67%-47.5pp | 561.29%-544.1pp |
| Employer contribution / active EE | $5,173 | $5,313-2.6% | $4,672+10.7% | $4,660+11.0% |
| Participant deferral / active EE | $15,000 | $6,462+132.1% | $5,626+166.6% | $6,688+124.3% |
| Admin fee / account holder | $120 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |