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 | $311,630 | $109,817+183.8% | $98,442+216.6% | $167,490+86.1% |
| Participation rate | 44.4% | 75.8%-31.4pp | 73.3%-28.9pp | 82.1%-37.7pp |
| Annual return | 13.17% | 1956.69%-1943.5pp | 1492.73%-1479.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $4,043 | $3,224+25.4% | $2,960+36.6% | $4,837-16.4% |
| Participant deferral / active EE | $6,700 | $4,673+43.4% | $4,276+56.7% | $6,341+5.7% |
| Admin fee / account holder | $17 | $6,753-99.7% | $5,949-99.7% | $12,309-99.9% |