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.
Employer 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 | $292,034 | $112,096+160.5% | $95,952+204.4% | $158,922+83.8% |
| Participation rate | 20.0% | 79.0%-59.0pp | 77.1%-57.1pp | 82.0%-62.0pp |
| Annual return | 14.43% | 171.09%-156.7pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $552 | $3,198-82.7% | $2,541-78.3% | $4,761-88.4% |
| Participant deferral / active EE | $2,600 | $4,784-45.7% | $4,167-37.6% | $5,982-56.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |