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 | $285,675 | $112,881+153.1% | $90,951+214.1% | $158,922+79.8% |
| Participation rate | 11.8% | 74.7%-63.0pp | 69.0%-57.2pp | 82.0%-70.2pp |
| Annual return | 19.50% | 215.79%-196.3pp | 134.60%-115.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $155 | $2,893-94.7% | $2,122-92.7% | $4,761-96.8% |
| Participant deferral / active EE | $2,689 | $4,128-34.9% | $3,373-20.3% | $5,982-55.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |