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 | $1,027,920 | $175,202+486.7% | $149,673+586.8% | $139,434+637.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.22% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $16,923 | $5,474+209.1% | $4,818+251.3% | $4,751+256.2% |
| Participant deferral / active EE | $11,301 | $6,519+73.4% | $5,680+99.0% | $6,710+68.4% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |