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.
Annual investment return 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 | $251,090 | $54,705+359.0% | $71,209+252.6% | $84,808+196.1% |
| Participation rate | 25.0% | 64.1%-39.1pp | 73.8%-48.8pp | 68.3%-43.3pp |
| Annual return | -2.47% | 35.90%-38.4pp | 282.51%-285.0pp | 40.90%-43.4pp |
| Employer contribution / active EE | $602 | $2,158-72.1% | $2,721-77.9% | $2,631-77.1% |
| Participant deferral / active EE | $1,540 | $3,030-49.2% | $4,175-63.1% | $4,212-63.4% |
| Admin fee / account holder | $20 | $4,863-99.6% | $5,349-99.6% | $7,344-99.7% |