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.
Participant 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 | $282,222 | $111,754+152.5% | $103,333+173.1% | $145,922+93.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 17.54% | 24.77%-7.2pp | 24.88%-7.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,242 | $4,212-70.5% | $3,868-67.9% | $4,660-73.4% |
| Participant deferral / active EE | $1,038 | $5,619-81.5% | $5,057-79.5% | $6,688-84.5% |
| Admin fee / account holder | $42 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |