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 | $331,396 | $209,411+58.3% | $178,490+85.7% | $158,922+108.5% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 167.06% | 188.75%-21.7pp | 151.07%+16.0pp | 302.83%-135.8pp |
| Employer contribution / active EE | $4,865 | $5,706-14.7% | $5,011-2.9% | $4,761+2.2% |
| Participant deferral / active EE | $4,533 | $5,954-23.9% | $5,202-12.9% | $5,982-24.2% |
| Admin fee / account holder | $19 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |