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 | $370,073 | $90,320+309.7% | $59,496+522.0% | $125,391+195.1% |
| Participation rate | 23.1% | 68.3%-45.2pp | 54.6%-31.5pp | 83.2%-60.1pp |
| Annual return | -5.97% | 369.13%-375.1pp | 182.05%-188.0pp | 282.22%-288.2pp |
| Employer contribution / active EE | $398 | $1,792-77.8% | $1,153-65.5% | $4,866-91.8% |
| Participant deferral / active EE | $4,154 | $2,716+52.9% | $1,829+127.1% | $5,352-22.4% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |