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 | $678,201 | $228,332+197.0% | $185,823+265.0% | $158,922+326.8% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 21.59% | 40.80%-19.2pp | 35.95%-14.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $18,750 | $4,967+277.5% | $4,087+358.7% | $4,761+293.8% |
| Participant deferral / active EE | $13,000 | $6,415+102.7% | $5,632+130.8% | $5,982+117.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |