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.
Annual investment return 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 | $538,255 | $189,613+183.9% | $167,512+221.3% | $142,382+278.0% |
| Participation rate | 12.5% | 80.1%-67.6pp | 77.1%-64.6pp | 80.1%-67.6pp |
| Annual return | 6.03% | 2024.68%-2018.7pp | 1615.79%-1609.8pp | 217.08%-211.0pp |
| Employer contribution / active EE | $1,458 | $4,349-66.5% | $3,882-62.4% | $4,299-66.1% |
| Participant deferral / active EE | $3,875 | $6,981-44.5% | $6,405-39.5% | $6,507-40.5% |
| Admin fee / account holder | $60 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |