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 | $296,942 | $175,202+69.5% | $149,673+98.4% | $139,434+113.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.89% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,697 | $5,474-69.0% | $4,818-64.8% | $4,751-64.3% |
| Participant deferral / active EE | $6,108 | $6,519-6.3% | $5,680+7.5% | $6,710-9.0% |
| Admin fee / account holder | $9 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |