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 | $446,033 | $189,613+135.2% | $167,512+166.3% | $142,382+213.3% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 14.36% | 2024.68%-2010.3pp | 1615.79%-1601.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,777 | $4,349-59.1% | $3,882-54.2% | $4,299-58.7% |
| Participant deferral / active EE | $6,367 | $6,981-8.8% | $6,405-0.6% | $6,507-2.2% |
| Admin fee / account holder | $60 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |