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 | $293,323 | $54,705+436.2% | $71,209+311.9% | $84,808+245.9% |
| Participation rate | 14.5% | 64.1%-49.6pp | 73.8%-59.3pp | 68.3%-53.8pp |
| Annual return | 100.73% | 35.90%+64.8pp | 282.51%-181.8pp | 40.90%+59.8pp |
| Employer contribution / active EE | $392 | $2,158-81.8% | $2,721-85.6% | $2,631-85.1% |
| Participant deferral / active EE | $1,004 | $3,030-66.9% | $4,175-76.0% | $4,212-76.2% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |