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 | $461,858 | $106,890+332.1% | $84,015+449.7% | $152,861+202.1% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 48.54% | 104.99%-56.4pp | 71.31%-22.8pp | 345.32%-296.8pp |
| Employer contribution / active EE | $8,648 | $2,734+216.3% | $1,983+336.0% | $4,762+81.6% |
| Participant deferral / active EE | $19,610 | $4,011+388.9% | $3,239+505.5% | $5,850+235.2% |
| Admin fee / account holder | $107 | $8,285-98.7% | $6,101-98.2% | $11,596-99.1% |