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 | $784,006 | $144,119+444.0% | $117,854+565.2% | $147,584+431.2% |
| Participation rate | 10.0% | 83.4%-73.4pp | 79.7%-69.7pp | 82.8%-72.8pp |
| Annual return | 15.45% | 531.15%-515.7pp | 335.08%-319.6pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,569 | $4,896-27.1% | $3,786-5.7% | $4,876-26.8% |
| Participant deferral / active EE | $1,800 | $5,316-66.1% | $4,482-59.8% | $5,439-66.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |