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 | $287,066 | $111,754+156.9% | $103,333+177.8% | $145,922+96.7% |
| Participation rate | 14.3% | 77.9%-63.7pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 19.72% | 24.77%-5.0pp | 24.88%-5.2pp | 561.29%-541.6pp |
| Employer contribution / active EE | $786 | $4,212-81.4% | $3,868-79.7% | $4,660-83.1% |
| Participant deferral / active EE | $2,946 | $5,619-47.6% | $5,057-41.7% | $6,688-55.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |