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 | $305,152 | $183,519+66.3% | $155,509+96.2% | $145,922+109.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 24.27% | 61.17%-36.9pp | 64.67%-40.4pp | 561.29%-537.0pp |
| Employer contribution / active EE | $11,790 | $5,313+121.9% | $4,672+152.3% | $4,660+153.0% |
| Participant deferral / active EE | $13,386 | $6,462+107.1% | $5,626+137.9% | $6,688+100.2% |
| Admin fee / account holder | -$7,323 | $19,313-137.9% | $15,912-146.0% | $13,397-154.7% |