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 | $364,353 | $159,602+128.3% | $150,045+142.8% | $142,382+155.9% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.3%-53.8pp | 80.1%-51.5pp |
| Annual return | 10.34% | 70.24%-59.9pp | 62.55%-52.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $7,280 | $4,961+46.8% | $4,693+55.1% | $4,299+69.3% |
| Participant deferral / active EE | $8,714 | $8,310+4.9% | $7,997+9.0% | $6,507+33.9% |
| Admin fee / account holder | $40 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |