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 | $267,229 | $106,584+150.7% | $101,326+163.7% | $142,382+87.7% |
| Participation rate | 16.7% | 82.7%-66.0pp | 81.5%-64.8pp | 80.1%-63.5pp |
| Annual return | 15.41% | 36.93%-21.5pp | 36.82%-21.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,350 | $8,297-83.7% | $7,994-83.1% | $6,507-79.3% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |