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 | $563,796 | $80,717+598.5% | $154,803+264.2% | $84,808+564.8% |
| Participation rate | 17.2% | 66.8%-49.6pp | 78.1%-60.8pp | 68.3%-51.1pp |
| Annual return | 11.04% | 37.96%-26.9pp | 58.88%-47.8pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,133 | $2,761-59.0% | $4,305-73.7% | $2,631-56.9% |
| Participant deferral / active EE | $3,494 | $3,303+5.8% | $5,540-36.9% | $4,212-17.0% |
| Admin fee / account holder | $9 | $6,746-99.9% | $14,329-99.9% | $7,344-99.9% |