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 | $737,290 | $81,460+805.1% | $103,333+613.5% | $80,856+811.8% |
| Participation rate | 7.4% | 66.8%-59.4pp | 74.5%-67.1pp | 67.6%-60.2pp |
| Annual return | 16.07% | 25.55%-9.5pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $377 | $3,105-87.8% | $3,868-90.2% | $2,755-86.3% |
| Participant deferral / active EE | $2,324 | $3,869-39.9% | $5,057-54.1% | $4,296-45.9% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |