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 | $630,876 | $217,402+190.2% | $185,823+239.5% | $167,490+276.7% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 9.61% | 148.36%-138.7pp | 122.05%-112.4pp | 478.56%-468.9pp |
| Employer contribution / active EE | $2,831 | $5,873-51.8% | $5,167-45.2% | $4,837-41.5% |
| Participant deferral / active EE | $8,422 | $6,356+32.5% | $5,568+51.3% | $6,341+32.8% |
| Admin fee / account holder | $279 | $19,811-98.6% | $16,237-98.3% | $12,309-97.7% |