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 7-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 | $324,955 | $84,402+285.0% | $61,373+429.5% | $134,475+141.6% |
| Participation rate | 36.4% | 62.2%-25.8pp | 52.6%-16.2pp | 81.2%-44.9pp |
| Annual return | -1.69% | 584.55%-586.2pp | 338.61%-340.3pp | 417.96%-419.7pp |
| Employer contribution / active EE | $633 | $1,544-59.0% | $1,159-45.4% | $4,740-86.6% |
| Participant deferral / active EE | $1,065 | $2,819-62.2% | $2,125-49.9% | $6,400-83.4% |
| Admin fee / account holder | $148 | $2,585-94.3% | $2,130-93.0% | $11,426-98.7% |