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 | $1,242,910 | $214,378+479.8% | $200,582+519.7% | $142,382+772.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 40.53% | 46.41%-5.9pp | 42.33%-1.8pp | 217.08%-176.6pp |
| Employer contribution / active EE | $675 | $6,841-90.1% | $6,419-89.5% | $4,299-84.3% |
| Participant deferral / active EE | $15,500 | $9,865+57.1% | $9,331+66.1% | $6,507+138.2% |
| Admin fee / account holder | $61 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |