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.
Participant 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 | $506,652 | $70,756+616.1% | $65,493+673.6% | $142,382+255.8% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.1%-40.1pp |
| Annual return | 25.39% | 1754.89%-1729.5pp | 982.45%-957.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $274 | $2,881-90.5% | $2,574-89.4% | $4,299-93.6% |
| Participant deferral / active EE | $480 | $4,637-89.7% | $3,961-87.9% | $6,507-92.6% |
| Admin fee / account holder | $6 | $6,559-99.9% | $5,028-99.9% | $12,624-100.0% |