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 7-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 | $936,419 | $111,754+737.9% | $103,333+806.2% | $145,922+541.7% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 82.04% | 24.77%+57.3pp | 24.88%+57.2pp | 561.29%-479.2pp |
| Employer contribution / active EE | $400 | $4,212-90.5% | $3,868-89.7% | $4,660-91.4% |
| Participant deferral / active EE | $4,600 | $5,619-18.1% | $5,057-9.0% | $6,688-31.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |