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 | $585,802 | $100,773+481.3% | $88,946+558.6% | $142,382+311.4% |
| Participation rate | 14.3% | 74.3%-60.0pp | 68.8%-54.6pp | 80.1%-65.8pp |
| Annual return | 20.49% | 70.18%-49.7pp | 57.82%-37.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $217 | $2,918-92.6% | $2,555-91.5% | $4,299-94.9% |
| Participant deferral / active EE | $1,857 | $5,230-64.5% | $4,581-59.5% | $6,507-71.5% |
| Admin fee / account holder | $10 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |