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 | $426,809 | $106,890+299.3% | $84,015+408.0% | $152,861+179.2% |
| Participation rate | 16.7% | 75.2%-58.6pp | 69.0%-52.3pp | 82.4%-65.8pp |
| Annual return | 28.03% | 104.99%-77.0pp | 71.31%-43.3pp | 345.32%-317.3pp |
| Employer contribution / active EE | $366 | $2,734-86.6% | $1,983-81.6% | $4,762-92.3% |
| Participant deferral / active EE | $3,167 | $4,011-21.1% | $3,239-2.2% | $5,850-45.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |