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 | $533,285 | $109,817+385.6% | $98,442+441.7% | $167,490+218.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 21.20% | 1956.69%-1935.5pp | 1492.73%-1471.5pp | 478.56%-457.4pp |
| Employer contribution / active EE | $1,367 | $3,224-57.6% | $2,960-53.8% | $4,837-71.8% |
| Participant deferral / active EE | $6,500 | $4,673+39.1% | $4,276+52.0% | $6,341+2.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |