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 | $313,579 | $111,724+180.7% | $93,606+235.0% | $145,922+114.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 8.60% | 202.98%-194.4pp | 133.20%-124.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $4,587 | $3,090+48.5% | $2,420+89.5% | $4,660-1.6% |
| Participant deferral / active EE | $17,042 | $4,912+247.0% | $4,411+286.3% | $6,688+154.8% |
| Admin fee / account holder | $16 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |