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 | $514,730 | $107,452+379.0% | $91,541+462.3% | $142,382+261.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 9.60% | 22.06%-12.5pp | 20.50%-10.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $536 | $2,994-82.1% | $2,505-78.6% | $4,299-87.5% |
| Participant deferral / active EE | $7,853 | $4,754+65.2% | $4,008+95.9% | $6,507+20.7% |
| Admin fee / account holder | $38 | $8,834-99.6% | $6,956-99.5% | $12,624-99.7% |