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 | $409,614 | $158,398+158.6% | $126,539+223.7% | $142,382+187.7% |
| Participation rate | 14.3% | 75.8%-61.5pp | 69.8%-55.5pp | 80.1%-65.8pp |
| Annual return | 18.75% | 593.76%-575.0pp | 425.95%-407.2pp | 217.08%-198.3pp |
| Employer contribution / active EE | $534 | $4,650-88.5% | $3,674-85.5% | $4,299-87.6% |
| Participant deferral / active EE | $4,696 | $4,767-1.5% | $4,083+15.0% | $6,507-27.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |