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 | $346,155 | $159,901+116.5% | $146,958+135.5% | $145,922+137.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 21.57% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $2,435 | $5,286-53.9% | $4,933-50.6% | $4,660-47.7% |
| Participant deferral / active EE | $9,162 | $8,428+8.7% | $8,070+13.5% | $6,688+37.0% |
| Admin fee / account holder | $108 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |