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 | $612,528 | $100,852+507.4% | $90,404+577.5% | $158,922+285.4% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 9.11% | 1724.20%-1715.1pp | 1293.02%-1283.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $409 | $3,689-88.9% | $3,262-87.5% | $4,761-91.4% |
| Participant deferral / active EE | $7,429 | $4,348+70.9% | $3,963+87.4% | $5,982+24.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |