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 | $410,123 | $169,032+142.6% | $129,207+217.4% | $145,922+181.1% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 11.38% | 14330.11%-14318.7pp | 9417.33%-9405.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $18,869 | $5,537+240.8% | $4,153+354.3% | $4,660+305.0% |
| Participant deferral / active EE | $10,345 | $4,987+107.4% | $4,168+148.2% | $6,688+54.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |