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 | $457,838 | $126,574+261.7% | $106,213+331.1% | $145,922+213.8% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 17.73% | 224.79%-207.1pp | 116.14%-98.4pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,490 | $3,730-33.3% | $3,171-21.5% | $4,660-46.6% |
| Participant deferral / active EE | $4,362 | $5,724-23.8% | $5,016-13.0% | $6,688-34.8% |
| Admin fee / account holder | $139 | $17,304-99.2% | $11,033-98.7% | $13,397-99.0% |