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 | $266,920 | $96,635+176.2% | $86,612+208.2% | $139,434+91.4% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 13.04% | 106.41%-93.4pp | 591.07%-578.0pp | 372.94%-359.9pp |
| Employer contribution / active EE | $336 | $3,263-89.7% | $3,022-88.9% | $4,751-92.9% |
| Participant deferral / active EE | $672 | $4,836-86.1% | $4,438-84.9% | $6,710-90.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |