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 | $328,727 | $117,983+178.6% | $101,794+222.9% | $142,382+130.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 8.93% | 36.92%-28.0pp | 30.53%-21.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,049 | $2,773-62.2% | $2,289-54.2% | $4,299-75.6% |
| Participant deferral / active EE | $3,147 | $4,714-33.2% | $4,084-22.9% | $6,507-51.6% |
| Admin fee / account holder | $60 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |