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 | $750,402 | $92,703+709.5% | $82,719+807.2% | $134,475+458.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -11.84% | 944.92%-956.8pp | 701.18%-713.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $3,312 | $3,274+1.2% | $3,009+10.1% | $4,740-30.1% |
| Participant deferral / active EE | $10,250 | $4,802+113.5% | $4,395+133.2% | $6,400+60.2% |
| Admin fee / account holder | $192 | $5,983-96.8% | $5,329-96.4% | $11,426-98.3% |