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 | $320,983 | $74,888+328.6% | $71,209+350.8% | $142,382+125.4% |
| Participation rate | 4.5% | 76.2%-71.7pp | 73.8%-69.2pp | 80.1%-75.6pp |
| Annual return | 14.64% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $155 | $2,854-94.6% | $2,721-94.3% | $4,299-96.4% |
| Participant deferral / active EE | $865 | $4,454-80.6% | $4,175-79.3% | $6,507-86.7% |
| Admin fee / account holder | $120 | $5,568-97.8% | $5,349-97.8% | $12,624-99.0% |