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 9-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 | $451,645 | $202,318+123.2% | $172,739+161.5% | $152,861+195.5% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 36.58% | 1029.65%-993.1pp | 802.84%-766.3pp | 345.32%-308.7pp |
| Employer contribution / active EE | $12,520 | $5,856+113.8% | $5,143+143.4% | $4,762+162.9% |
| Participant deferral / active EE | $5,429 | $5,948-8.7% | $5,198+4.4% | $5,850-7.2% |
| Admin fee / account holder | $133 | $17,109-99.2% | $13,954-99.1% | $11,596-98.9% |