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 | $439,226 | $102,616+328.0% | $81,983+435.8% | $158,922+176.4% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.2%-49.2pp | 82.0%-62.0pp |
| Annual return | 14.99% | 61.04%-46.1pp | 41.31%-26.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $335 | $3,240-89.7% | $2,498-86.6% | $4,761-93.0% |
| Participant deferral / active EE | $1,333 | $4,648-71.3% | $3,722-64.2% | $5,982-77.7% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |