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 5-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 | $1,126,168 | $104,974+972.8% | $95,585+1078.2% | $142,382+690.9% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.1%-57.8pp | 80.1%-65.8pp |
| Annual return | 542.51% | 210.33%+332.2pp | 38.56%+504.0pp | 217.08%+325.4pp |
| Employer contribution / active EE | $767 | $2,779-72.4% | $2,527-69.7% | $4,299-82.2% |
| Participant deferral / active EE | $2,952 | $4,352-32.2% | $4,023-26.6% | $6,507-54.6% |
| Admin fee / account holder | $25 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |