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 | $294,980 | $198,466+48.6% | $170,442+73.1% | $147,584+99.9% |
| Participation rate | 16.7% | 88.0%-71.3pp | 83.6%-66.9pp | 82.8%-66.2pp |
| Annual return | 20.54% | 257.29%-236.8pp | 205.93%-185.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $478 | $6,184-92.3% | $5,433-91.2% | $4,876-90.2% |
| Participant deferral / active EE | $4,000 | $5,629-28.9% | $4,939-19.0% | $5,439-26.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |