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 | $318,078 | $189,613+67.8% | $167,512+89.9% | $142,382+123.4% |
| Participation rate | 23.1% | 80.1%-57.1pp | 77.1%-54.0pp | 80.1%-57.0pp |
| Annual return | 15.23% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,227 | $4,349-71.8% | $3,882-68.4% | $4,299-71.5% |
| Participant deferral / active EE | $2,740 | $6,981-60.8% | $6,405-57.2% | $6,507-57.9% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |