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 | $432,630 | $180,449+139.8% | $154,107+180.7% | $135,375+219.6% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -0.24% | 888.09%-888.3pp | 735.12%-735.4pp | 519.73%-520.0pp |
| Employer contribution / active EE | $11,406 | $6,035+89.0% | $5,298+115.3% | $4,779+138.7% |
| Participant deferral / active EE | $1,580 | $5,806-72.8% | $5,081-68.9% | $5,609-71.8% |
| Admin fee / account holder | $119 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |