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 | $398,888 | $75,828+426.0% | $147,614+170.2% | $59,632+568.9% |
| Participation rate | 10.3% | 71.6%-61.3pp | 84.6%-74.4pp | 68.7%-58.4pp |
| Annual return | 89.42% | 0.37%+89.0pp | 61.98%+27.4pp | 2041.28%-1951.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $221 | $3,130-92.9% | $4,895-95.5% | $3,192-93.1% |
| Admin fee / account holder | $25 | $5,985-99.6% | $11,611-99.8% | $4,297-99.4% |