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 9-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 | $331,800 | $70,606+369.9% | $53,898+515.6% | $142,382+133.0% |
| Participation rate | 44.4% | 63.7%-19.3pp | 55.0%-10.5pp | 80.1%-35.7pp |
| Annual return | 6.72% | 619.81%-613.1pp | 528.60%-521.9pp | 217.08%-210.4pp |
| Employer contribution / active EE | $354 | $1,202-70.6% | $932-62.0% | $4,299-91.8% |
| Participant deferral / active EE | $845 | $2,364-64.3% | $1,826-53.7% | $6,507-87.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |