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 | $348,944 | $176,056+98.2% | $159,436+118.9% | $167,490+108.3% |
| Participation rate | 11.1% | 84.9%-73.8pp | 82.8%-71.7pp | 82.1%-71.0pp |
| Annual return | -1.63% | 331.75%-333.4pp | 263.57%-265.2pp | 478.56%-480.2pp |
| Employer contribution / active EE | $1,456 | $5,297-72.5% | $4,829-69.8% | $4,837-69.9% |
| Participant deferral / active EE | $5,778 | $7,750-25.4% | $7,352-21.4% | $6,341-8.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |