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 | $367,203 | $150,440+144.1% | $136,294+169.4% | $147,584+148.8% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 16.83% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,834 | $5,256-46.1% | $4,695-39.6% | $4,876-41.9% |
| Participant deferral / active EE | $8,419 | $6,630+27.0% | $6,247+34.8% | $5,439+54.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |