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 | $290,004 | $65,409+343.4% | $98,442+194.6% | $85,850+237.8% |
| Participation rate | 27.7% | 65.0%-37.3pp | 73.3%-45.7pp | 69.3%-41.7pp |
| Annual return | 33.25% | 21.76%+11.5pp | 1492.73%-1459.5pp | 318.53%-285.3pp |
| Employer contribution / active EE | $584 | $2,168-73.1% | $2,960-80.3% | $2,565-77.2% |
| Participant deferral / active EE | $820 | $3,166-74.1% | $4,276-80.8% | $3,952-79.2% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |