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 | $770,320 | $95,266+708.6% | $82,389+835.0% | $142,382+441.0% |
| Participation rate | 12.5% | 74.5%-62.0pp | 69.5%-57.0pp | 80.1%-67.6pp |
| Annual return | 39.60% | 25.74%+13.9pp | 28.67%+10.9pp | 217.08%-177.5pp |
| Employer contribution / active EE | $245 | $2,991-91.8% | $2,517-90.3% | $4,299-94.3% |
| Participant deferral / active EE | $2,102 | $4,809-56.3% | $4,155-49.4% | $6,507-67.7% |
| Admin fee / account holder | $60 | $8,563-99.3% | $7,231-99.2% | $12,624-99.5% |