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 | $308,035 | $105,931+190.8% | $81,930+276.0% | $158,922+93.8% |
| Participation rate | 16.7% | 75.6%-58.9pp | 72.0%-55.3pp | 82.0%-65.3pp |
| Annual return | 82.83% | 38.17%+44.7pp | 29.49%+53.3pp | 302.83%-220.0pp |
| Employer contribution / active EE | $708 | $7,800-90.9% | $4,310-83.6% | $4,761-85.1% |
| Participant deferral / active EE | $4,333 | $13,003-66.7% | $7,107-39.0% | $5,982-27.6% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |