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 | $842,403 | $176,056+378.5% | $159,436+428.4% | $167,490+403.0% |
| Participation rate | 16.7% | 84.9%-68.3pp | 82.8%-66.2pp | 82.1%-65.4pp |
| Annual return | 17.49% | 331.75%-314.3pp | 263.57%-246.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $187 | $5,297-96.5% | $4,829-96.1% | $4,837-96.1% |
| Participant deferral / active EE | $4,333 | $7,750-44.1% | $7,352-41.1% | $6,341-31.7% |
| Admin fee / account holder | $120 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |