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 | $283,425 | $159,901+77.3% | $146,958+92.9% | $145,922+94.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.56% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,367 | $5,286-74.1% | $4,933-72.3% | $4,660-70.7% |
| Participant deferral / active EE | $6,768 | $8,428-19.7% | $8,070-16.1% | $6,688+1.2% |
| Admin fee / account holder | $92 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |