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 | $676,002 | $114,047+492.7% | $96,139+603.1% | $167,490+303.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 10.55% | 189.88%-179.3pp | 191.94%-181.4pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,905 | $3,427-44.4% | $2,797-31.9% | $4,837-60.6% |
| Participant deferral / active EE | $13,000 | $5,194+150.3% | $4,349+198.9% | $6,341+105.0% |
| Admin fee / account holder | $120 | $6,897-98.3% | $5,537-97.8% | $12,309-99.0% |