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 | $547,164 | $102,604+433.3% | $86,188+534.9% | $139,434+292.4% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 27.94% | 1922.51%-1894.6pp | 1168.45%-1140.5pp | 372.94%-345.0pp |
| Employer contribution / active EE | $3,333 | $3,032+9.9% | $2,380+40.0% | $4,751-29.8% |
| Participant deferral / active EE | $7,500 | $4,676+60.4% | $3,985+88.2% | $6,710+11.8% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |