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 | $381,759 | $180,449+111.6% | $154,107+147.7% | $135,375+182.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 95.12% | 888.09%-793.0pp | 735.12%-640.0pp | 519.73%-424.6pp |
| Employer contribution / active EE | $2,787 | $6,035-53.8% | $5,298-47.4% | $4,779-41.7% |
| Participant deferral / active EE | $6,875 | $5,806+18.4% | $5,081+35.3% | $5,609+22.6% |
| Admin fee / account holder | $25 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |