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 9-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 | $538,347 | $90,348+495.9% | $75,972+608.6% | $145,922+268.9% |
| Participation rate | 7.7% | 74.5%-66.8pp | 69.1%-61.4pp | 80.3%-72.6pp |
| Annual return | 50.32% | 620.88%-570.6pp | 359.55%-309.2pp | 561.29%-511.0pp |
| Employer contribution / active EE | $103 | $3,311-96.9% | $2,685-96.2% | $4,660-97.8% |
| Participant deferral / active EE | $2,346 | $5,162-54.5% | $4,255-44.9% | $6,688-64.9% |
| Admin fee / account holder | $30 | $8,467-99.6% | $6,467-99.5% | $13,397-99.8% |