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 | $266,641 | $129,942+105.2% | $104,294+155.7% | $134,475+98.3% |
| Participation rate | 37.5% | 79.5%-42.0pp | 73.3%-35.8pp | 81.2%-43.7pp |
| Annual return | -16.42% | 42.03%-58.5pp | 24.61%-41.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $229 | $4,184-94.5% | $3,372-93.2% | $4,740-95.2% |
| Participant deferral / active EE | $5,938 | $5,588+6.3% | $4,625+28.4% | $6,400-7.2% |
| Admin fee / account holder | $229 | $9,323-97.5% | $7,339-96.9% | $11,426-98.0% |