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 | $618,104 | $210,648+193.4% | $177,989+247.3% | $145,922+323.6% |
| Participation rate | 17.6% | 80.8%-63.1pp | 77.1%-59.4pp | 80.3%-62.6pp |
| Annual return | 38.62% | 385.86%-347.2pp | 294.48%-255.9pp | 561.29%-522.7pp |
| Employer contribution / active EE | $368 | $4,565-91.9% | $3,949-90.7% | $4,660-92.1% |
| Participant deferral / active EE | $4,500 | $6,958-35.3% | $6,276-28.3% | $6,688-32.7% |
| Admin fee / account holder | $1 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |