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 8-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 | $500,190 | $209,411+138.9% | $178,490+180.2% | $158,922+214.7% |
| Participation rate | 14.3% | 86.3%-72.1pp | 81.9%-67.6pp | 82.0%-67.7pp |
| Annual return | 113.54% | 188.75%-75.2pp | 151.07%-37.5pp | 302.83%-189.3pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $50 | $17,074-99.7% | $13,984-99.6% | $11,246-99.6% |