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 | $616,861 | $110,502+458.2% | $80,716+664.2% | $167,490+268.3% |
| Participation rate | 18.2% | 64.0%-45.8pp | 54.2%-36.0pp | 82.1%-63.9pp |
| Annual return | -5.06% | 120.54%-125.6pp | 87.28%-92.3pp | 478.56%-483.6pp |
| Employer contribution / active EE | $815 | $1,543-47.2% | $1,160-29.8% | $4,837-83.2% |
| Participant deferral / active EE | $815 | $2,871-71.6% | $2,146-62.0% | $6,341-87.2% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |