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 | $251,054 | $209,411+19.9% | $178,490+40.7% | $158,922+58.0% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 23.46% | 188.75%-165.3pp | 151.07%-127.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,896 | $5,706-66.8% | $5,011-62.2% | $4,761-60.2% |
| Participant deferral / active EE | $4,814 | $5,954-19.2% | $5,202-7.5% | $5,982-19.5% |
| Admin fee / account holder | $30 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |