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 | $589,053 | $165,335+256.3% | $149,696+293.5% | $158,922+270.7% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 18.31% | 348.15%-329.8pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $5,000 | $5,103-2.0% | $4,644+7.7% | $4,761+5.0% |
| Participant deferral / active EE | $5,000 | $7,181-30.4% | $6,842-26.9% | $5,982-16.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |