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 | $274,601 | $209,411+31.1% | $178,490+53.8% | $158,922+72.8% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 22.21% | 188.75%-166.5pp | 151.07%-128.9pp | 302.83%-280.6pp |
| Employer contribution / active EE | $4,502 | $5,706-21.1% | $5,011-10.1% | $4,761-5.4% |
| Participant deferral / active EE | $7,984 | $5,954+34.1% | $5,202+53.5% | $5,982+33.5% |
| Admin fee / account holder | $191 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |