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 | $296,023 | $165,335+79.0% | $149,696+97.7% | $158,922+86.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.47% | 348.15%-324.7pp | 276.60%-253.1pp | 302.83%-279.4pp |
| Employer contribution / active EE | $870 | $5,103-83.0% | $4,644-81.3% | $4,761-81.7% |
| Participant deferral / active EE | $3,263 | $7,181-54.6% | $6,842-52.3% | $5,982-45.5% |
| Admin fee / account holder | $30 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |