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.
Participant 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 | $689,187 | $84,233+718.2% | $170,442+304.4% | $70,131+882.7% |
| Participation rate | 9.4% | 70.8%-61.5pp | 83.6%-74.2pp | 69.5%-60.2pp |
| Annual return | 14.58% | 23.06%-8.5pp | 205.93%-191.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $694 | $3,387-79.5% | $5,433-87.2% | $2,342-70.4% |
| Participant deferral / active EE | $629 | $3,086-79.6% | $4,939-87.3% | $3,332-81.1% |
| Admin fee / account holder | $247 | $5,698-95.7% | $13,880-98.2% | $4,645-94.7% |