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 | $251,092 | $175,202+43.3% | $149,673+67.8% | $139,434+80.1% |
| Participation rate | 26.7% | 83.4%-56.7pp | 78.8%-52.1pp | 80.3%-53.7pp |
| Annual return | 15.86% | 166.71%-150.8pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $782 | $5,474-85.7% | $4,818-83.8% | $4,751-83.5% |
| Participant deferral / active EE | $4,207 | $6,519-35.5% | $5,680-25.9% | $6,710-37.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |