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 | $360,269 | $180,449+99.7% | $154,107+133.8% | $135,375+166.1% |
| Participation rate | 61.9% | 87.4%-25.5pp | 83.0%-21.1pp | 82.6%-20.7pp |
| Annual return | -8.13% | 888.09%-896.2pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,893 | $6,035-52.1% | $5,298-45.4% | $4,779-39.5% |
| Participant deferral / active EE | $6,928 | $5,806+19.3% | $5,081+36.4% | $5,609+23.5% |
| Admin fee / account holder | $21 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |