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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $681,622 | $112,881+503.8% | $90,951+649.4% | $158,922+328.9% |
| Participation rate | 9.1% | 74.7%-65.6pp | 69.0%-59.9pp | 82.0%-72.9pp |
| Annual return | 22.80% | 215.79%-193.0pp | 134.60%-111.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $188 | $2,893-93.5% | $2,122-91.2% | $4,761-96.1% |
| Participant deferral / active EE | $1,717 | $4,128-58.4% | $3,373-49.1% | $5,982-71.3% |
| Admin fee / account holder | $30 | $8,041-99.6% | $5,959-99.5% | $11,246-99.7% |