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 | $615,506 | $159,602+285.6% | $150,045+310.2% | $142,382+332.3% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 15.45% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,870 | $4,961-42.1% | $4,693-38.8% | $4,299-33.2% |
| Participant deferral / active EE | $13,745 | $8,310+65.4% | $7,997+71.9% | $6,507+111.2% |
| Admin fee / account holder | $5 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |