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 | $720,940 | $90,348+698.0% | $75,972+849.0% | $145,922+394.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 10.31% | 620.88%-610.6pp | 359.55%-349.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $7,266 | $3,311+119.4% | $2,685+170.6% | $4,660+55.9% |
| Participant deferral / active EE | $12,685 | $5,162+145.8% | $4,255+198.1% | $6,688+89.7% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |