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 | $409,254 | $124,319+229.2% | $111,297+267.7% | $167,490+144.3% |
| Participation rate | 38.1% | 79.6%-41.5pp | 77.3%-39.2pp | 82.1%-44.0pp |
| Annual return | 63.30% | 37.44%+25.9pp | 54.65%+8.7pp | 478.56%-415.3pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,678 | $5,180-48.3% | $4,487-40.3% | $6,341-57.8% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |