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 | $609,433 | $175,202+247.8% | $149,673+307.2% | $139,434+337.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 21.54% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $9,398 | $5,474+71.7% | $4,818+95.1% | $4,751+97.8% |
| Participant deferral / active EE | $6,390 | $6,519-2.0% | $5,680+12.5% | $6,710-4.8% |
| Admin fee / account holder | $21 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |