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 | $321,207 | $150,440+113.5% | $136,294+135.7% | $147,584+117.6% |
| Participation rate | 16.7% | 84.4%-67.8pp | 81.9%-65.3pp | 82.8%-66.2pp |
| Annual return | 15.81% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $327 | $5,256-93.8% | $4,695-93.0% | $4,876-93.3% |
| Participant deferral / active EE | $2,250 | $6,630-66.1% | $6,247-64.0% | $5,439-58.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |