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 | $536,256 | $102,966+420.8% | $90,281+494.0% | $152,861+250.8% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.4%-53.9pp |
| Annual return | 15.62% | 95.16%-79.5pp | 78.10%-62.5pp | 345.32%-329.7pp |
| Employer contribution / active EE | $377 | $3,139-88.0% | $2,854-86.8% | $4,762-92.1% |
| Participant deferral / active EE | $6,857 | $4,281+60.2% | $3,885+76.5% | $5,850+17.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |